A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy to deal with, and, most importantly, loyal. Everything seemed smooth until the advisor’s new employee came on board. The new hire saw the plan and thought it was the pe...
Every single day, I get a text that someone is trying to hack into my Coinbase account. I don’t even need coffee anymore, the scam alerts are my morning jolt. If it’s not Coinbase, it’s an email claiming my law firm’s “HR department” has urgent do...
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 don...
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....
