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That 401(k) Conference returned to KC

For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, ...

DOL offers temporary policy on transfers of small amounts to state unclaimed funds

The Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, which am...

Down goes Pentegra in a jury trial verdict

If you’re a 401(k) plan provider and think you can get away with charging sky-high ...

Harry Carson

My son, Jason, loves card shows. He loves meeting athletes, collecting autographs, and ev...

A law school in Free Fall: My “love letter” to WCL

So here’s a fun little story: In 1997, I graduated from American University Washington ...

Experience can mean a lot of things

I always say that plan sponsors need a solid team: an experienced financial advisor, a co...

Gambling against a government audit is a bad bet

I love Las Vegas. Great restaurants, great shows, and five trips in a row without droppin...

Being aggressive on your mistakes could be a bad idea

Many moons ago, I got a call from a bank with a problem. For two decades—yes, twenty ye...

I will never understand a TPA asset based fee

Alright, listen—I’m stubborn. I admit it. There are just some things I don’t unders...