When the Regulators Speak, Listen
When I was a kid, there was an ad about EF Hutton brokers. The line was simple: “When E...
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When I was a kid, there was an ad about EF Hutton brokers. The line was simple: “When E...
To steal a joke from Chris Rock, when I worked at a TPA as the lead ERISA attorney, I use...
The beauty of social media is that everyone has an opinion. The negative part of social m...
The Department of Labor (DOL) has released its Spring 2025 regulatory agenda, and for tho...
Chalk up another win for plan fiduciaries in the ongoing wave of forfeiture reallocation ...
According to Fidelity Investments’ latest Q2 2025 retirement analysis, retirement saver...
A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy ...
Every single day, I get a text that someone is trying to hack into my Coinbase account. I...
The new owners of Paramount shelled out billions for UFC. ESPN shelled out billions for W...
Retirement saving is hard enough when you’re just trying to take care of yourself. Add ...
There’s never a shortage of new retirement plan fee and investment performance cases. T...
Just when you think the forfeiture reallocation litigation wave can’t get any bigger, a...
I’m still amazed at how often I come across participant-directed 401(k) plans that donâ...
Another week, another excessive fee case settled. This time, it’s Jack Henry & Asso...
New York has officially joined the list of states mandating retirement savings programs. ...
That 401(k) Conference is back on the road for 2026, and the lineup is shaping up nicely....
The Department of Labor has never been shy about changing its mind, and here we go again....
Another excessive fee case is wrapping up, this time involving the $5.6 billion Northwell...
One thing I’ve learned in the retirement plan business is that participant demand usual...
One of the biggest problems I see when new clients hire me is that they never bothered to...
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