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SeaWorld Litigation will continue

A class action lawsuit brought by former SeaWorld employees that alleged participants in ...

AI is here for 401(k) review

I’ve been long in this business to remember no participant websites, so I’m amazed by...

Trust is the underpinning behind any plan provider relationship

When working with other plan providers, trust is the biggest underpinning. Without it, yo...

The deferral rate is important as to plan health

April is near my birthday and it’s the month of my annual physical. The nurse draws blo...

Biden vetoes ESG proposal overturn

If your Department of Labor (DOL) proposes a rule, as President, you’re not likely to t...

One Digital makes another practice purchase

One Digital announced it has acquired 401K Resources and The Clear Group 401K Resource...

More immediate eligibility for salary deferrals

New Vanguard data shows that 72% of plan sponsors allowed for immediate eligibility of re...

Coalition pushes against ESG funds

19 states, led by Florida’s Republican Governor Ron DeSantis, signed an open letter dec...

Always Be Aware

While most 401(k) plans don’t have account balances, the shuttering of Silicon Valley B...

Make sure it’s really Roth and not pre-tax and vice versa

As more and more employees are deferring on a Roth after-tax basis, there will be more er...