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Happy Clients Never Leave

In the retirement plan business, I’ve watched too many plan providers obsess over competitors—w...

When 401(k) Contributions Disappear: The Harsh Lessons of Micone v. iProcess Online, Inc.

You can cut corners in business. You can play fast and loose with your vendor contracts. You can ev...

Beneficiary Statements: No Good Deed Goes Unlitigated

Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit?...

Bitcoin Over $120K? That Doesn’t Mean It Belongs in Your 401(k)

Bitcoin has blown past $120,000 and, predictably, the buzz is back. Advisors are getting questions....

Quick Tips for Plan Sponsors Who Want to Stay Out of Trouble

If you’re a 401(k) plan sponsor, you don’t need to be an ERISA expert—you just need to avoid ...

Plan Design That Works: Why 401(k) Participants Are Saving Smarter

Every once in a while, the data tells a story that plan sponsors should actually feel good about. V...

Forfeitures and Fiduciary Risk: What Plan Sponsors Need to Know Now

Forfeitures have long been a sleepy corner of 401(k) plan administration, but recent class-action l...

Overpaying for Underperformance: A Fiduciary Breakdown in Plain Sight

A massive new study by Abernathy-Daley covering nearly 58,000 corporate 401(k) plans delivered a si...

Solo 401(k) Really Means Solo—So Don’t Be Surprised When You’re on Your Own

Let’s be honest: the Solo 401(k) is one of the great marketing wins of the retirement plan indust...

Why I Don’t Like Life Insurance in a 401(k) Plan

I’m not anti-life insurance. In fact, I have life insurance, and I believe it’s one of the most...