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Why the USPS “Postmark” Rule Change Matters for Your Mail Deadlines

If you’re the kind of person who waits until April 15 to drop off your federal tax retu...

DOL Backs JPMorgan in 401(k) Forfeiture Fight: What It Means for Plan Sponsors

If you’ve been paying attention to the growing wave of 401(k) forfeiture litigation, th...

IRS Letter-Procedure Update for 2026: Bigger Fees, Electronic-First, and Beware of Refund Risks

If you ever thought IRS procedural updates were boring, buckle up — because the latest ...

You Don’t Have a Bad 401(k) — You Have a Bad Process

Most plan sponsors don’t wake up thinking, “Let’s mismanage the 401(k) today.” Ye...

What I’d Fix First If I Took Over Your 401(k) Tomorrow

If I walked into your office tomorrow and you handed me responsibility for your 401(k), I...

Why Being “Good at What You Do” Isn’t Enough Anymore

For years, plan providers survived on a simple premise: do solid work, keep clients happy...

When the Loudest Committee Member Is the Least Informed

Every plan sponsor committee has one. The loudest person in the room. The one with the...

Full Circle in Fort Lauderdale

I met Mrs. Rosenblum in Florida, and it felt like time folding in on itself. I usually...

401(k) Changes in 2026: What Every Saver and Sponsor Needs to Understand

Every year brings incremental changes to retirement plans, but 2026 is different. This is...

The Quiet Disappearance of 401kHelpCenter.com

At some point, without much notice, 401kHelpCenter.com disappeared. No announcement. N...