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Captain Marvel and the ‘90s and 401(k) plans

Captain Marvel was an enjoyable movie, especially with the scenes dealing with the premise...

A plan sponsor shouldn’t pay more than they need to

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a st...

The theater of the absurd

Chutzpah is nerve, shameless audacity. The best example of chutzpah is someone who kills t...

The problem with shelf space payments

“You like potato and I like potahto You like tomato and I like tomahto Potato, potahto, ...

Mergers and acquisitions, call an ERISA attorney

If you have a client that is being bought out or is buying another company, the first thin...

Don’t trust again after getting burned once

When it comes to business and generally people, I treat people the way I’d want to be tr...

DOL probing Fidelity

According to an article in the Wall Street Journal, the Department of Labor (DOL), is look...

ConAgra lawsuit shows problems with being a fiduciary

A former participant of ConAgra’s 401(k) plan filed a lawsuit against the company, alleg...

Fidelity lawsuit and the ERISA litigators will always be watching

Fidelity is being sued again, this time regarding payments made by mutual funds to the Fid...

That 401(k) Conference hit LA

On February 22nd, Dodger Stadium was the venue for the 4th edition of That 401(k) Conferen...