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That 401(k) Conference hits New Jersey

That 401(k) Conference has a great event at MetLife Stadium on Friday, November 8th. 30 pl...

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that w...

Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership o...

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to st...

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to ...

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several v...

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the s...

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k...

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm ...