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A committee is all about the better good

I worked at a law firm that supplied dinner if you stayed later. It was cool until you re...

Don’t be weird about invites

I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and th...

Does cold calling work?

When I started my practice in 2010, the idea was that my content would create referral so...

Qualcomm fails to get forfeiture case tossed

A federal judge in San Diego rejected Qualcomm Inc.’s motion to dismiss a lawsuit by a ...

Yankee Stadium That 401(k) Conference is a hit

With thanks to our sponsors and attendees, we ended the 2024 live editions of That 401(k)...

TIAA needs to litigate cross-selling lawsuit

A lawsuit against TIAA’s cross-selling a managed account service will proceed after the...

Vestwell announces Chase deal

Vestwell announced the expanded distribution of J.P. Morgan Asset Management’s Everyday...

Know when a SEP no longer fits

Small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small busines...

The question of providing information

ERISA requires disclosure of certain plan documents to participants including a summary p...

Trust takes time

The retirement plan business is all about trust. It’s built on trust and trust takes ti...