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The Godfather turns 50

I was probably 9 or 10 when I was interested in The Godfather. It wasn’t a movie for a ...

Survey says: People are going to b leery of government run plans

We can certainly our disagreements politically, but I always believe that when given a ch...

Check out Plan Notice

I hear a lot of ideas about retirement plans and a lot of them aren’t very good. I also...

HUB makes another acquisition

As we have a continuing consolidation of the retirement plan business, the big get bigger...

Education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) p...

How many PEPs went under? No press release for that

We’ve had pooled employer plans (PEP) since January 1, 2021, and. with the weekly press...

Ricoh sued over 401(k) Plan

Former employees have sued Ricoh USA, alleging breaches of fiduciary duty under ERISA. ...

DOL looking at Wells Fargo plans

Wells Fargo & Co. said the Labor Department and other federal agencies are looking at...

Coca Cola Consolidated settles 401(k) lawsuit

Coca-Cola Consolidated has settled an Employee Retirement Income Security Act lawsuit fil...

IRS releases proposed Minimum Distribution Regulations

The Internal Revenue Service has released proposed regulations that would restate the req...