The Internal Revenue Service (IRS) and Department of the Treasury issued Notice 2026-13 on January 15, 2026 — a key update for retirement plan sponsors and administrators responsible for communicating rollover distribution options to participants. This guid...
Big headlines in retirement plan litigation don’t just hit household names; they’re a reminder that fiduciary duty doesn’t come with automatic immunity for size or reputation. Last week, a $70 million ERISA class action lawsuit was filed against the Blo...
My favorite sports memory as a kid will always be the 1980 U.S. Olympic Hockey Team. I wa...
Every plan provider says the same thing: “We work with everyone.” That sounds inclusi...
For decades the advisor sales pitch sounded like a broken record: better funds, better pe...
Running a 401(k) plan isn’t just about picking a fund lineup and hoping employees save ...
Too many employers talk about their 401(k) plan the way they talk about free coffee in th...
I’ve walked into more companies than I can count where the 401(k) plan gets the same le...
Every few years, someone in Washington rediscovers the 401(k) and decides it should be us...
When companies talk about mergers and acquisitions, the conversation usually revolves aro...
