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What TPAs Get Sued For (Hint: It’s Not the Calculator)

As a retirement plan attorney, I can tell you this with certainty: TPAs are rarely sued b...

Why Providers Keep Racing to the Bottom on Fees

The retirement plan industry loves to talk about value, but it keeps pricing itself as if...

Why the Private Markets Push into 401(k)s Matters to Your Retirement

Something meaningful is happening in the retirement plan world, and it has nothing to do ...

Never Mistake Silence for Weakness

I’ve always tried to get along with people. I really have. I’m not wired for constant...

Never Mistake Silence for Weakness

I’ve always tried to get along with people. I really have. I’m not wired for constant...

Graciousness Is a Choice

One of the first people I met at Stony Brook was a kid I’ll call Avi. We met at orienta...

In the PEP World, the Power to Assign Can Be the Power to Destroy

Chief Justice John Marshall famously wrote in McCulloch v. Maryland that “the power to ...

Bitcoin’s Volatility Should Give Plan Sponsors Serious Pause

Every few years, a new investment trend arrives with the same promise: higher returns, in...

The Hidden Risk of Provider Conflicts Inside PEPs

PEPs were sold to the retirement plan industry as the answer to everything—lower costs,...

Alternative Investments Are Coming—And Fiduciary Duty Is Coming With Them

If there’s one thing plan sponsors should never forget, it’s this: innovation doesnâ€...