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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...

Selling Betamax in a VHS world

A plan provider once asked me if I had written a full-blown article on why trustee direct...

The Costs of that Long Time, Part Time change in 2024

The biggest change with the SECURE Act is that long-term part-time employees will be elig...

401(k) Averages Book Shows More Fee Compression

Since 2012 with fee disclosure regulations, we have seen 401(k) fee compression and the l...