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Janus, the latest proprietary fund lawsuit

If you own a restaurant, it’s a bad look if the employees order takeout. If you own a mutual fund company, it’s a bad look if you have other fund companies’ funds in your 401(k) plan. The problem as a fiduciary of a very large 401(k) plan with pro...

For less than a good cup of coffee, attend That 401(k) National Virtual Conference

For just $2.23, you can be a part of the best two day Zoom event that won’t bankrupt you. Watch it from home, watch it from work, or watch it later on YouTube. We are adding some interesting speakers, so join today for just $2 bucks and chance on that401...

DOL recovers over $130 million for Wells Fargo participants

Wells Fargo has agreed to pay agreed to a $145 million settlement in connection with a De...

That 401(k) Conference hits the Emerald City

A day of learning and fun was had at That 401(k) Conference in Seattle on Friday, Septemb...

Prune those former employees

To avoid headaches, I just think it’s important to prune former employees from the list...

The aggrieved former Participant and the quick score

As a plan fiduciary for hundreds of millions of dollars and with a lot of ERISA knowledge...

Retirement plans need to fit like a glove

Johnnie Cochran could have been an ERISA attorney. The man who claimed: “if it doesn’...

Charlotte postponed

Due to unforeseen circumstances, That 401(k) Conference in Charlotte will be postponed un...

That 401(k) Conference will return live in 2023

That 401(k) Conference will return live in 2023 with about 4-5 events including a return ...

Blackrock TDFs are a huge target

At least 11 companies, including Booz Allen Hamilton Inc., Citigroup Inc., and Microsoft ...