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The letter from the lawyer

Absolutely. Here’s your piece in the voice of Ary Rosenbaum—refined for tone, rhythm, and clarity while keeping the conversational, legal-insider style you’re known for. When I was in law school, I was the editor of the student magazine. One seme...

Crypto in 401(k) Plans? Sure—But Let’s Not Lose Our Minds

Well, that didn’t take long. In what’s becoming a routine political tug-of-war, the Trump administration (yes, back again) has rescinded the Biden-era Department of Labor (DOL) guidance cautioning plan sponsors against offering cryptocurrency in 401(k)...

Late 5500s: The Maddening Decision Not to Use the DFVCP

There are few things more maddening, more viscerally frustrating, than watching a plan sp...

The Check’s in the Mail? Why That’s a Problem for Your 401(k)

Two years ago, a guy named Handy tried to do something that should be dead simple in 2025...

Here we go again

Here’s the short version: the Department of Labor’s decision to reopen the Biden-era ...

UBS Faces Forfeiture Lawsuit

UBS has found itself the latest target in the growing wave of ERISA litigation surroundin...

DOL Walks Back Crypto Chill: A Return to Fiduciary Neutrality

The Department of Labor’s Employee Benefits Security Administration (EBSA) released Com...

The Mission Becomes Possible

I hated the Mission: Impossible TV show. Let me just get that out of the way. It was a fi...

Fidelity adds student match program

The 401(k) world has long been a place where innovation comes with a compliance manual an...

TIAA sued for proprietary funds

In the world of retirement plans, some stories feel like déjà vu with a fresh set of do...