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Going it all for Jason

My father hated baseball. The problem is that I loved it. A next-door neighbor hooked me ...

Never let anyone assume you’re embezzling

I know two retirement plan providers in Federal prison for embezzling retirement plan ass...

If new TPA asks you to set up a new plan, say no

When you switch third-party administrators (TPAs), there is a lot of work involved. I don...

Participants don’t want crypto either

When things are going great, people are interested. When it isn’t, they aren’t. A ...

Adding Annuities still a concern for plan sponsors

There has been a push to add annuities to retirement plans, but I don’t see it gaining ...

Tech company agrees to fork over $1 million in class action case

Coriant agreed to pay $1 million to resolve claims it violated its fiduciary duties under...

Plan sponsor taken off 403(b) lawsuit, advisor isn’t so lucky

A plan sponsor was spared from a 403(b) lawsuit, but the advisor is still on the hook. ...

U.S. Bank slapped with lawsuit

U.S. Bank and its 401(k) Savings Plan is the latest target of a class action lawsuit in M...

Good luck with after tax employer contributions

They said in Field of Dreams that if you build it, they will come. I think when it comes ...

403(b) PEPs are great, but….

The idea that we can have 403(b) Pooled Employer Plans is great news because what could w...