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Reliance settles their role in Insperity case for $40 million

Reliance Trust has settled one of the largest 401(k) excessive suit settlements in their r...

DOL won’t enforce ESG and proxy voting rules

Not surprising most of us, the Department of Labor (DOL)’s Employee Benefits Security Ad...

401(k) fees are still sliding

The beauty of fee disclosure regulations and technological breakthroughs is that 401(k) fe...

Yes, we will reschedule our live events

That 401(k) Conference will return live in 2021. We will advise you of the make up dates f...

Well, it used to be worse

When I was younger, I was a pessimist. Everything to me, like a bad grade in Civil Procedu...

Joseph Vitale, R.I.P.

I don’t talk much of my time at Cohen, Weiss, & Simon. I was an associate there for ...

TPAs need clear contracts

As an ERISA attorney, my retainer agreements are pretty straight and clear. Governed by th...

The problem of too much paper

First, there was the call for an Investment Policy Statement (IPS). Then advisors were tou...

Yeah, I hate TDFs and here is another reason why

It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the ...

You’re late, file for the DVCP, because the penalties are larger

Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue ...