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American Airlines pilot sues over ESG in 401(k) plan

As I always say, if you’re a retirement plan sponsor, you can be sued over anything, re...

The High School Changeling

“High school was my personal Vietnam,” I said in many of my articles over the years, ...

This Catch Up Roth change is going to be fun and it’s going to be a hot mess

To pay for the tax savings implemented by SECURE 2.0, there was a huge tax revenue earner...

Pick your battles

If I have to say one sad thing about my experiences is that I try to get along with peopl...

If it gets people to save, it’s a good thing

When we had our inaugural Retirement Roundtable during That 401(k) National Virtual Confe...

Make sure you have contracts for everything

The reason you have contracts is really to detail the deal that you have. While people th...

The retirement plan provider Order 66

In Star Wars lore, Order 66 was a secret order by Chancellor/Emperor Palpatine for the cl...

State programs are the places to get clients

A lot of people with a Libertarian streak hate state-mandated IRA programs. Even with my ...

Best to make decisions through consensus

If you partner with other providers, I think it’s best when decisions are made through ...

The check is in the mail should be in the mail

Paying bills to other plan providers is hard when money is hard to come by. Sometimes it ...