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Democrats push for spousal consent

Congressional Democrats have reintroduced bills in the Senate and House \o require spousa...

Two defendants dropped from American Airlines ESG case

The plaintiff suing American Airlines for adding an ESG fund to the 401(k) plan has dropp...

Almost 75% of plan participants want advice

73% of 401(k) savers would like personalized investment advice for their retirement savin...

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofess...

Platinum launches first 403(b) PEP

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is be...

Get the best of both worlds with live and virtual Conferences

For a limited time, any plan provider that sponsors a speaking slot for our conference in...

Politics is scaring ESG investments away

Thanks to politics, I have advised plan sponsors not to pursue ESG investments for their ...

Matching is a lure

Cash isn’t king anymore, matching contributions are. Workers value 401(k) matching c...

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofess...

The problem with bigger

I know quite a few advisors that get upset when a plan provider is inching toward being a...