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401(k) Plan don’t have to be a period, they can be a comma

Too often brokers and financial advisors think about their client’s retirement plan need...

Survey shows Employers Opting for CARES Act COVID Distribution

Willis Towers Watson conducted a survey showing that a vast majority of plan sponsors are ...

That 401(k) Virtual Conference 3 scheduled for June 5th

That 401(k) Virtual Conference 3 will be held on Friday, June 5th from 11am EST to 3pm Eas...

IRS Released COVID Distribution Q&A

The Internal Revenue Service (IRS)N has issued a series of an FAQ questions and answers re...

ADP MEP Sued

When your plan becomes big enough, you become a target.   A lawsuit was filed in New ...

A lot of fluff, no stuff

There are many third-party administrators (TPAs) that I know based on working with them or...

A headline is just a headline

Trader Joe’s successfully beat back a class action 401(k) lawsuit. When reading the Judg...

Participant Notice Relief from EBSA

EBSA Notice 2020-01 issued by the Employee Benefits Security Administration (EBSA) provide...

Blackout notice relief

As part of dealing with coronavirus, the Employee Benefits Security Administration has iss...

Loan relief from EBSA

EBSA Notice 2020-01 from the Employee Benefits Security Administration (EBSA) announced im...