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DOL issues guidance on new fiduciary rule

The Department of Labor (DOL) issued guidance that reinforces that the new investment advi...

DOL provides cybersecurity guidance

The Department of Labor (DOL) has issued guidance for plan sponsors and plan providers tha...

It doesn’t matter when you get paid, do your job

There is a growing problem that I’ve seen dealing with plan providers (usually third par...

Dying organizations don’t change

I’m always fascinated by the history of dying organizations because I’ve been surround...

Get a scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be o...

We laugh at NFTs until we won’t

I bought a $9 pack of digital video moments from a site called NBA Top Shot. They’re lik...

We shall return live in 2021

While 2020 sidelined our scheduled events in Houston, Minneapolis, and St. Louis, the plan...

It’s a wave of PEPs, but is it a wave of assets

With January 1st past us, we knew that many plan providers were going to launch Pooled Emp...

Fidelity wins data as plan asset case

Fidelity won a huge case.   Schlichter, Bogard & Denton brought a lawsuit on beha...

Stick to the plan

When I first started out, I worked as an attorney affiliated with a third-party administra...