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A big threat is student debt

I always look at the bigger picture and I’m concerned about issues that are 5-10 years d...

Naked Gun 33 1/3 Pricing at That 401(k) National Virtual Conference

With less than two months to go to That 401(k) National Virtual Conference on January 21-2...

Supermarket settles for $17.5 million in class action case

DeMoulas Super Markets settled for $17.5 million in a class-action lawsuit regarding its p...

New, new final rule published?

According to the Office of Management and Budget website, the Labor Department on advised ...

Vanguard calculates cost of COVID Distributions

The CARES act allowed 401(k) participants easier access to their account balances,m during...

Form PR means there will be some Pooled Plan Jokers

Form PR is the form that the Department of Labor (DOL) has required for pooled plan provid...

Need a Pooled Plan Provider? Give me a holler

As some people may or may not know, my affiliated company, Austin 3(16) Fiduciary Limited ...

Some of the hubbub over PEPs is nonsense

In terms of the 401(k) plan business, I think the hype over pooled employer plans (PEP) wi...

Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual C...

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have w...