Why Plan Providers Can’t Fix What Plan Sponsors Won’t Disclose
One of the hardest parts of being a plan provider isn’t the complexity of ERISA—it’...
One of the hardest parts of being a plan provider isn’t the complexity of ERISA—it’...
I understand why some plan sponsors withhold information from their plan providers. Somet...
I love The Rockford Files. It’s one of my favorite shows of all time. Not because of th...
If you’ve been paying attention to retirement plan news lately, you know that alternati...
If someone had told me 15 years ago that one of the world’s largest alternative asset m...
For years, forfeitures were treated like found money in 401(k) plans. Someone leaves befo...
When a 401(k) lawsuit is filed, the first thing plaintiffs’ counsel asks for isn’t yo...
One of the most dangerous phrases in the 401(k) world isn’t “lawsuit” or “DOL aud...
Every few years, someone declares revenue sharing “dead.” And every few years, it stu...
Plan providers love to say, “We’re not the fiduciary.” And in many cases, that’s ...