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Retirement Balances Hit Record Highs: Staying the Course Pays Off

According to Fidelity Investments’ latest Q2 2025 retirement analysis, retirement saver...

Walking on Eggshells with Plan Sponsors

A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy ...

The Daily Scam

Every single day, I get a text that someone is trying to hack into my Coinbase account. I...

The Coming Streaming Rights Reckoning

The new owners of Paramount shelled out billions for UFC. ESPN shelled out billions for W...

The Sandwich Generation Squeeze

Retirement saving is hard enough when you’re just trying to take care of yourself. Add ...

If You Put It in Writing, You’d Better Follow It

There’s never a shortage of new retirement plan fee and investment performance cases. T...

Another Forfeiture Suit, This Time at RTX

Just when you think the forfeiture reallocation litigation wave can’t get any bigger, a...

You Need A Financial Advisor by Ary Rosenbaum

I’m still amazed at how often I come across participant-directed 401(k) plans that donâ...

Jack Henry Settles 401(k) Lawsuit for $1.6 Million

Another week, another excessive fee case settled. This time, it’s Jack Henry & Asso...

New York Secure Choice: Employers, Get Ready

New York has officially joined the list of states mandating retirement savings programs. ...