Should 401(k) Fiduciaries Offer In-Plan Annuities?

8/14/19

Recent legislation passed by both the House and the Senate with substantial bipartisan majorities (the SECURE Act and RESA) is aimed at promoting retirement savings in Section 401(k) plans.

Legislative concerns about 401(k) participants who are financially unprepared for retirement has resulted in a number ...

Surprise Billing - And What You Can Do About It

7/22/19

What happens when you go to an in-network facility (hospital or emergency room) and are treated by a doctor who is not in your insurance company’s PPO network? You get a bill from a specialist like a radiologist or anesthesiologist that exceeds your insurer’s normal ...

Court Setback for Association Health Plans

5/8/19

The Department of Labor issued guidance in mid-2018 which allowed employer associations to adopt a single multiple employer health plan to cover a greater number of employers and their employees. These Association Health Plans (or “AHPs”) were intended to allow more smaller employers and self-employed individuals to ...

Court Case Clears the Way for Illinois Secure Choice Program

4/12/19

The Illinois Secure Choice Savings Program requires employers with at least 25 Illinois employees to set up a state-sponsored IRA based retirement program if they do not already have a retirement plan. Although the program is funded solely by payroll contributions from employees, subject employers must go ...

I want to say “THANKS” for all your help, support, patience and expertise through the most challenging time in my life. 

It’s great to walk away from this situation feeling we had a great outcome, but even better is to know we achieved this with dignity, class ...

M. Squiller

I'd like to take a moment to acknowledge Mr Andrew Williams. I've had the pleasure to work with Mr Williams over roughly a six month period. He took the time to listen to my case against my employer in an ERISA matter involving a Defined Benefit Trust.  ...

E Sanchez