On July 4th, while many of us were grilling hot dogs and dodging fireworks, President Trump signed the One Big Beautiful Bill Act (HR 1) into law. Love the name or roll your eyes at it, this bill packs a massive punch for employers, especially when it comes t...
Here we go again. Another jumbo 401(k) plan, another lawsuit, another round of alleged fiduciary misconduct that reads like a broken record for those of us who’ve been watching this space since before fee disclosure was a thing. This time, the target is ...
While all the attention in the retirement plan world last week was on the One Big Beautiful Bill, c...
Plan sponsors and recordkeepers let out a collective sigh of relief when the Roth catch-up contribu...
The Department of Labor’s Employee Benefits Security Administration (EBSA) just did what many pla...
In the world of ERISA litigation, process often trumps perfection. That was the story in Waldner v....
Look, I love a good soap opera. I grew up on Dallas, and I still sneak in The Bold and the Beautifu...
Vestwell made headlines today by announcing a new partnership with Amazon’s Delivery Service Part...
Fifteen years into running my own practice, I can say without hesitation—it was the right decisio...
When a $69 million settlement drops, it’s more than just a corporate write-off—it’s a signal ...
