Why Hiding Information From Your Plan Provider Always Backfires
I understand why some plan sponsors withhold information from their plan providers. Sometimes it’...
I understand why some plan sponsors withhold information from their plan providers. Sometimes it’...
For years, forfeitures were treated like found money in 401(k) plans. Someone leaves before vesting...
When a 401(k) lawsuit is filed, the first thing plaintiffs’ counsel asks for isn’t your investm...
One of the most dangerous phrases in the 401(k) world isn’t “lawsuit” or “DOL audit.” It...
Most plan sponsors don’t wake up thinking, “Let’s mismanage the 401(k) today.” Yet bad outc...
If I walked into your office tomorrow and you handed me responsibility for your 401(k), I wouldn’...
Most plan sponsors genuinely want to do the right thing. They offer a retirement plan because they ...
Plan sponsors are often surprised to learn that when their advisor, TPA, and recordkeeper disagree,...
Every retirement plan provider now talks about AI, personalization, and “smart” tools. Plan spo...
Low participation rates. Weak deferral levels. Participants who never log in unless something goes ...