The Committee Minutes That Save You in a Lawsuit
When a 401(k) lawsuit is filed, the first thing plaintiffs’ counsel asks for isn’t your investm...
When a 401(k) lawsuit is filed, the first thing plaintiffs’ counsel asks for isn’t your investm...
One of the most dangerous phrases in the 401(k) world isn’t “lawsuit” or “DOL audit.” It...
Every few years, someone declares revenue sharing “dead.” And every few years, it stubbornly su...
Plan providers love to say, “We’re not the fiduciary.” And in many cases, that’s true. But ...
If you’re the kind of person who waits until April 15 to drop off your federal tax return in a bl...
If you’ve been paying attention to the growing wave of 401(k) forfeiture litigation, the Departme...
If you ever thought IRS procedural updates were boring, buckle up — because the latest IRS guidan...
Most plan sponsors don’t wake up thinking, “Let’s mismanage the 401(k) today.” Yet bad outc...
If I walked into your office tomorrow and you handed me responsibility for your 401(k), I wouldn’...
For years, plan providers survived on a simple premise: do solid work, keep clients happy, and the ...