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It All Works Out in the End

When I look back at my time as an employee, before I ran my own practice, before I was speaking in stadiums and calling the shots, I remember two kinds of people: the good ones and the bad ones. And truthfully, most fell in that first category. I always tried...

Bitcoin Over $120K? That Doesn’t Mean It Belongs in Your 401(k)

Bitcoin has blown past $120,000 and, predictably, the buzz is back. Advisors are getting questions. Participants are curious. And yes, some plan sponsors are starting to wonder if it’s time to add crypto to their 401(k) investment lineup. Let me stop you...

The Forfeiture Fiasco: Why the DOL and Common Sense are on the Right Side of the HP Case

It’s not often you see the U.S. Department of Labor jumping into the legal ring to back...

The New Priorities: Why Plan Sponsors Are Shifting Focus from Cost-Cutting to Cybersecurity and AI

For years, if you asked a 401(k) plan sponsor what their top concern was, you’d get...

The Roth Mandate Mess: AICPA Asks for Clarity on SECURE 2.0 Catch-Up Contributions

When Congress passes sweeping retirement legislation, the details often come later—and ...

A Marriage of Old and New: Transamerica, Nuveen, and TIAA Team Up on Lifetime Income Solution

In a world where retirement plan innovation often comes with more flash than substance, i...

The One Big Beautiful Bill: What Plan Sponsors Need to Know

On July 4th, while many of us were grilling hot dogs and dodging fireworks, President Tru...

Same Old Song, Same Bad Fiduciary Practices

Here we go again. Another jumbo 401(k) plan, another lawsuit, another round of alleged fi...

I Love PEPs, But Some Guidance Would Be Great

While all the attention in the retirement plan world last week was on the One Big Beautif...

Roth Catch-Up Chaos is coming

Plan sponsors and recordkeepers let out a collective sigh of relief when the Roth catch-u...