Here’s a story straight from the trenches of the 401(k) world: the parties in a long-running excessive-fee lawsuit over the $2.6 billion Ferguson Enterprises LLC 401(k) plan have reached a settlement for $1.8 million. What Happened Back in 2022, plan ...
If you’ve been to one of That 401(k) Conferences before, you already know it’s not your typical industry event. No fluorescent hotel ballroom, no generic panel on “fiduciary best practices,” and definitely no dry chicken lunch while someone reads Powe...
So the 401(k) world just dropped an episode of “Corporate Spy vs. Corporate Spy” (with a splash...
After 401(k)’d, The Greatest 401(k) Book Sequel Ever, and Full Circle, I figured it was time to g...
When I read that Securian Financial is joining forces with Custodia Financial to bring their “Ret...
If after decades of advising retirement-plans I learned one thing, it’s this: The law doesn’t r...
I’ve always said, “You’re only one rigorous process away from averting a major fiduciary fail...
The U.S. Department of Labor has announced plans to revisit and likely revise the fiduciary-advice ...
I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed...
2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecurity threats...
