I’m still amazed at how often I come across participant-directed 401(k) plans that don’t have a financial advisor attached. Now, I completely get why solo 401(k) plans usually don’t. Most individuals think they can manage things themselves. I’m in tha...
Another week, another excessive fee case settled. This time, it’s Jack Henry & Associates Inc., a well-known technology provider, and its 401(k) retirement committee agreeing to a $1.6 million settlement in a fiduciary breach case under ERISA. What W...
New York has officially joined the list of states mandating retirement savings programs. The New Yo...
That 401(k) Conference is back on the road for 2026, and the lineup is shaping up nicely. After the...
The Department of Labor has never been shy about changing its mind, and here we go again. In Adviso...
Another excessive fee case is wrapping up, this time involving the $5.6 billion Northwell Health 40...
One thing I’ve learned in the retirement plan business is that participant demand usually runs ah...
The Department of Labor’s Employee Benefits Security Administration (EBSA) tried to play cleanup ...
The retirement plan industry just hit another milestone, and it didn’t come from Wall Street or t...
I’ve always said that robbing a bank with a pair of pantyhose on your head is a smarter crime tha...
