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Fisher Investments spinning off 401(k) Practice

Fisher Investments announced that they will be spinning out an independent 401(k) solutio...

The problem with participation agreements

A 401(k) plan with multiple participating employers hosts several problems. The first is ...

What’s woke?

I don’t know when woke became a part of our lexicon or when people got so riled about s...

IRS clarifies emergency expense and domestic violence distributions

The Internal Revenue Service issued guidance in Notice 2024-55 on applying exceptions to ...

Hardship distributions are up

According to Vanguard, hardship distributions are up and that’s not a good sign. The...

PNC wins excess fee suit

PNC Financial Services Group Inc. won their lawsuit brought by their employees, that accu...

Fisher Investments spinning off 401(k) Practice

Fisher Investments announced that they will be spinning out an independent 401(k) solutio...

The exclusion fiasco

Scrivener’s error is a mistake made by someone who is writing or copying something down...

Milliman wins 401(k) TDF case

Milliman beat back claims that it breached a duty by retaining in-house target risk funds...

The rollover issue

I think I learned in American politics that first semester in Stony Brook that if men wer...