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Well, high earners have the most money to save

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provid...

Solo 401(k) plans need more attention

Solo 401(k) plans are a great thing, have had one for almost 20 years. The problem with t...

Vince McMahon, a remarkable life

Aside from the sexual assaults and employees dying on payroll, Vince McMahon has led a fa...

Participants still think it’s free

I once said that I thought I lived in a great community until I joined the Facebook commu...

FuturePlan creates aggregated plan with Voya

FuturePlan by Ascensus, and Voya Financial are introducing a new Employer Aggregated Plan...

SeaWorld Litigation will continue

A class action lawsuit brought by former SeaWorld employees that alleged participants in ...

AI is here for 401(k) review

I’ve been long in this business to remember no participant websites, so I’m amazed by...

Trust is the underpinning behind any plan provider relationship

When working with other plan providers, trust is the biggest underpinning. Without it, yo...

The deferral rate is important as to plan health

April is near my birthday and it’s the month of my annual physical. The nurse draws blo...

Biden vetoes ESG proposal overturn

If your Department of Labor (DOL) proposes a rule, as President, you’re not likely to t...