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Keep it simple stupid

As famously quoted in *This Is Spinal Tap*, there is a fine line between stupidity and cl...

The Oceanside Pat On The Back Society

In the 401(k) industry, people get honored from time to time. Heck, I’ve even been name...

State Run Plans near $2 billion in assets

State-run retirement programs, including automatic individual retirement accounts (IRAs),...

Lockhead-Martin sued for DIY TDFs

If you are a large 401(k) plan considering offering in-house funds, be prepared for poten...

401GO partners with Mesirow

401GO has partnered with Mesirow to provide outsourced 3(38) fiduciary services to its cl...

These 401(k) average balances aren’t good

I remember when I was a kid and someone else’s parent bragged about how well their kid ...

DOL unveils Model VFCP Model Participant Notice

The Department of Labor (DOL) has issued a model notice for applicants to the Voluntary F...

Bill proposed to waive early withdrawal penalty for fraud

Last week, Rep. Haley Stevens (D-MI) introduced legislation aimed at waiving early withdr...

Merit buys Sanctuary Wealth

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced ...

The whole job offer fiasco

I have been an ERISA attorney since 1998. More than half my career now has been in my pra...