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The Bear and the plan provider business

I finally sat down and watched the show everyone was talking about, The Bear on Hulu. Tha...

Automatic enrollment is coming and we are not ready

With a few exceptions, SECURE 2.0 requires that 401(k) and 403(b) plans established on or...

Chevron case will limit the DOL’s hand

As a kid, I wanted to be a constitutional lawyer. Taking Constitutional Law changed all t...

Sageview makes deal with Transamerica

SageView Advisory Group is collaborating with Transamerica to launch Integrity Pooled Sol...

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 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 ...