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Most of Pentegra lawsuit remains

A portion of a lawsuit filed against Pentegra Retirement Services in the U.S. District Co...

It doesn’t mean anything until it’s law

I have a limited amount of time as a solo practitioner plus I’m a stay-at-home since I ...

Figure out about life after COVID

Eventually, COVID will come to some end. I don’t know what that end will be, but I’ve...

There is still a problem with TDFs

I once worked with someone who told me that he put in100% of his 401(k) investments in a ...

The Great Resignation will lead to greater missing participants

There is a reason I stopped working for people, so I understand the Great Resignation and...

Stating the obvious on virtual meetings

Workers attended more virtual 401(k) investment education sessions in 2021 than ever befo...

CT add state retirement plan

Connecticut announced the launch of MyCTSavings, a new retirement savings option for...

I don’t get niche 401(k) plans

When I grew up, we had one type of Cheerios and when they added Honey Nut Cheerios, we ha...

Goodbye, limited scope audit

The auditing business for retirement plans has been cleaned up over the years, and quite ...

Costco settles for $5.1 million in ERISA case

Costco has reached a settlement that will see them pay $5.1 million to resolve allegation...