A few weeks ago, I took a trip up to Boston to see the Mets play the Red Sox at Fenway Park. Fenway has always been my favorite ballpark. It’s not the biggest, not the most modern, but there’s something about the way it feels—like baseball is supposed t...
UnitedHealth Group is the latest big-name employer to get hit with a class action lawsuit over how it handles 401(k) forfeitures. The case, Kotalik et al. v. UnitedHealth Group Inc., accuses the company and its plan fiduciaries of violating ERISA by using mor...
I have written two books that many of you haven’t heard about: How to Succeed in the 401(k) Pl...
Empower recently made headlines by announcing a bold new initiative: giving defined contribution (D...
When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a truth. ...
If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry Schlichter...
For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, 2025, we r...
The Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, which amounts to a...
If you’re a 401(k) plan provider and think you can get away with charging sky-high fees while...
Look, I get it. There are a lot of lawyers out there. Ambulance chasers, courtroom showmen, legal e...
