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ERISA Attorneys have to provide real value for you

Fifteen years into running my own practice, I can say without hesitation—it was the rig...

Solo 401(k) Really Means Solo—So Don’t Be Surprised When You’re on Your Own

Let’s be honest: the Solo 401(k) is one of the great marketing wins of the retirement p...

UnitedHealth settles for $69 million

When a $69 million settlement drops, it’s more than just a corporate write-off—it’s...

July finalizes another purchase

In the retirement plan industry, acquisitions aren’t just about numbers—they’re abo...

NRECA sued again

When a retirement plan sponsor repeatedly stumbles into the same pothole, it’s fair...

Another Year, Another Reminder: Fees Still Matter – Especially for Small Plans

The just-released 25th Edition of the 401k Averages Book confirms what many of us on the ...

Why I Don’t Like Life Insurance in a 401(k) Plan

I’m not anti-life insurance. In fact, I have life insurance, and I believe it’s one o...

Speak Up, or Prepare to Be Stepped On (and Possibly Assigned to Kiddush Duty… Again)

There’s a hard truth in life, and I learned it the long, slow, and silent way: if you d...

The Village Idiot(s) of Oceanside: A Cautionary Tale from Facebook

When I first thought about Oceanside, I figured there was at least one village idiot—st...

Josh Itzoe Launches Fiduciary U: A New Era in 401(k) Committee Education

Let me be honest: most fiduciary training out there is about as exciting as watching pain...