In the retirement plan business, I’ve watched too many plan providers obsess over competitors—who’s stealing clients, who’s lowering fees, who’s suddenly offering “cutting-edge” solutions. But here’s the truth: if a plan sponsor is happy with ...
You can cut corners in business. You can play fast and loose with your vendor contracts. You can even get away with sloppy recordkeeping—at least for a while. But when you mess with employee 401(k) contributions, you’re not playing games anymore—you’r...
Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit?...
Bitcoin has blown past $120,000 and, predictably, the buzz is back. Advisors are getting questions....
If you’re a 401(k) plan sponsor, you don’t need to be an ERISA expert—you just need to avoid ...
Every once in a while, the data tells a story that plan sponsors should actually feel good about. V...
Forfeitures have long been a sleepy corner of 401(k) plan administration, but recent class-action l...
A massive new study by Abernathy-Daley covering nearly 58,000 corporate 401(k) plans delivered a si...
Let’s be honest: the Solo 401(k) is one of the great marketing wins of the retirement plan indust...
I’m not anti-life insurance. In fact, I have life insurance, and I believe it’s one of the most...
