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Will Hardships go up in 2025? Time will tell

A rising number of plan participants are making early 401(k) hardship withdrawals. A repo...

The Ottawa Adventure

When I was younger, my family didn’t take many vacations because we were a one income f...

Providing Info to Participants

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

Another market correction is a pause for concern

I’ve been in the retirement plan business for 26 years and I’ve been through a few re...

Clorox forfeiture case goes forward

The U.S. District Court for the Northern District of California has decided not to dismis...

Schwab Self-Direct 401(k) plans gain 13.6% in 2024

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finis...

Langston is the guest for Anaheim

Former Angels pitcher and current Angels broadcaster Mark Langston will be the guest for ...

Chavez-DeRemer is the new DOL Secretary

The Senate approved President Trump’s nominee to be the next Secretary of Labor. Lor...

You have to deal with schnorrers, but draw the line

One of my favorite Yiddish words is “schnorrer.” While it means beggar or spo...

There is nothing wrong with dreaming, just don’t make it a fantasy

I believe that plan providers who promised they will make me wealthy have consistently fa...