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HUB buys an Indiana firm

HUB International Limited (Hub) said that it has acquired the assets of CSi Adv...

Gomez nomination fails, for now

The Senate rejected President Joe Biden’s nominee for an assistant secretary post f...

ForUsAll sues DOL over crypto guidance

With Bitcoin more than 50% off its highs (boy, you should see my Coinbase account), it’...

Inflation will increase retirement plan limits

It’s not October yet when the Internal Revenue Service will announce its retirement pla...

Advisors getting respect

Rodney Dangerfield was one of my favorite comedians and his shtick was that he got no res...

The crypto waiting game

With so much talk about crypto and 401(k), it’s pretty simple as to what plan sponsors ...

Right about Auto-Enrollment, I got that going for me

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy bein...

Striving for savings for participants is a never-ending battle

Working hard to get participants saving is a never-ending battle. Just look at Vangu...

Multiple companies and plans, avoid the sloppiness

With small and medium-sized companies, multiple plans operated by multiple owned companie...

That eligibility issue

I always say that the reason I don’t have employees is because I was an employee too. O...