In the world of retirement plans, it’s easy to overlook the fine print — until someone sues you over it. The IRS just reminded us why distribution notices matter with the release of Notice 2026-13, which updates the safe harbor 402(f) model explanations f...
In the world of retirement plans, it’s easy to overlook the fine print — until someone sues you over it. The IRS just reminded us why distribution notices matter with the release of Notice 2026-13, which updates the safe harbor 402(f) model explanations f...
Fee compression isn’t coming. It’s here. Every provider I speak to says the same t...
Plan sponsors are busy people. Running a business involves managing employees, customers,...
We’ve all seen it. The branded tablecloth. The stress balls. The bowl of candy. The hop...
I can’t tell you how many times I hear this from plan sponsors: “The plan is fine. No...
Recurring 410(b) failures are rarely random. When a plan consistently struggles with c...
Too many plan providers approach the retirement plan business like traditional salespeopl...
Nobody brags about changing the oil in their car. It’s not exciting. It doesn’t gener...
I like bagels as much as the next person. But breakfast meetings do not equal fiduciary p...
