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The multiple loan problem

As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k)...

What all good 401(k) plans have

There are so many articles for plan sponsors (I’ve written quite a few) where they go o...

TIAA ranked as top recordkeeper website

A new report by research consultant Corporate Insight (CI) highlights that TIAA, Fidelity...

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 ...