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Overpaying for Underperformance: A Fiduciary Breakdown in Plain Sight

A massive new study by Abernathy-Daley covering nearly 58,000 corporate 401(k) plans deli...

Soap Operas Are Great on TV, But Not in Your 401(k) Plan

Look, I love a good soap opera. I grew up on Dallas, and I still sneak in The Bold and th...

Don’t Count on PEPs to Deliver Big for Amazon’s DSPs

Vestwell made headlines today by announcing a new partnership with Amazon’s Delivery Se...

Cybersecurity is an important concern as a plan provider

Without fail, every single day—like clockwork—I get a handful of emails trying to pry...

Fanatics Fest delivered

It had been a long time since I stepped foot inside the Javits Center—last time was Jul...

ERISA Attorneys have to provide real value for you

Fifteen years into running my own practice, I can say without hesitation—it was the rig...

Solo 401(k) Really Means Solo—So Don’t Be Surprised When You’re on Your Own

Let’s be honest: the Solo 401(k) is one of the great marketing wins of the retirement p...

UnitedHealth settles for $69 million

When a $69 million settlement drops, it’s more than just a corporate write-off—it’s...

July finalizes another purchase

In the retirement plan industry, acquisitions aren’t just about numbers—they’re abo...

NRECA sued again

When a retirement plan sponsor repeatedly stumbles into the same pothole, it’s fair...