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The aggrieved former Participant and the quick score

As a plan fiduciary for hundreds of millions of dollars and with a lot of ERISA knowledge...

Retirement plans need to fit like a glove

Johnnie Cochran could have been an ERISA attorney. The man who claimed: “if it doesn’...

Charlotte postponed

Due to unforeseen circumstances, That 401(k) Conference in Charlotte will be postponed un...

That 401(k) Conference will return live in 2023

That 401(k) Conference will return live in 2023 with about 4-5 events including a return ...

Blackrock TDFs are a huge target

At least 11 companies, including Booz Allen Hamilton Inc., Citigroup Inc., and Microsoft ...

DOL revised guidance on independent audits

Revising 1975 issued guidance, the Department of Labor released Interpretive Bulletin 202...

DOL has right to check in on a recordkeeper

A federal appellate court says that the Labor Department is allowed to pursue its inquiry...

Don’t join the race to zero

When I started in the retirement plan business, the third-party administrator (TPA) relat...

You are replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reaganâ...

The problem of the strings attached

Being successful and giving back is agreat thing. For example, I’ve been lucky to suppo...