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Push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at...

It’s more than just a title

I think there are two types of leaders: those who lead and those who are enamored with be...

A SIMPLE plan isn’t so simple

When It comes to developing a great 401(k) and/or cash balance proposal, one of the great...

The problem with bad advice

A financial advisor called me and asked me if there was a problem that an insurance polic...

Creative Planning buys Lockton’s retirement business

Creative Planning has agreed to take on Lockton’s $110 billion unit in a deal that incl...

Make sure the plan custodian know who your plan trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership ...

Correct the late deferral issue correctly

Correcting your plan’s late deposit of salary deferrals by depositing them and making a...

Associations, MEPs, and PEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and ...

Kroger is the latest 401(k) lawsuit target

Kroger is the latest target in a class-action lawsuit. The supermarket chain has been acc...

401(k) contributions are up for 2022

401(k) participants can contribute up to $20,500 to their 401(k) retirement accounts in 2...