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The issue with 3(16)

Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(1...

Automatic Enrollment mandate will lead to a whole host of problems

I was against Automatic Enrollment before I was for it. When it finally became part of th...

Wealth Enhancement Group makes another purchase

Wealth Enhancement Group, a wealth management firm with more than $94.7 billion in clie...

Loans and hardships don’t affect deferrals

A research paper from the Wharton Pension Research Council states that 401(k) contributio...

Walgreens adds student loan match

Walgreens announced the launch of its Student Loan 401(k) Match Program, a benefit for st...

Nvidia settles 401(k) lawsuit

Nvidia Corp. has reached a proposed settlement with former participants of the company’...

Average balance shows we have a long way to go

For those aged 55-64 the average 401(k) account balance is $244,750. The median account b...

Terminate the plan before the deal

Company A wants to buy Company B and everyone wants to terminate Company B’s 401(k) Pla...

A good plan provider will admit they’re wrong

A long-time advisor-client called with a chuckle that both he and I were right and a part...

Those season tickets is something I’d never buy

Thanks to an annual outing at CitiField, the Mets afforded me playoff tickets. In 2022, I...