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Transamerica launches PEP with DWC

Transamerica announced the launch of DWC 401(k) Pooled Plan Solutions, featuring the expertise of DWC – The 401(k) Experts, Transamerica, and Leavitt Retirement Partners serving as the 3(38) fiduciary. With two plan options under a single recordkeepi...

Gomez admit some Trump reversals are inevitable

Assistant Secretary of Labor and Employee Benefits Security Administration head Lisa Gomez predicted major changes to retirement security regulations and financial fiduciary standards when Donald Trump returns to the White House on January 20th. In a publi...

That ESG rule will be in the waste basket soon

For 2025, the ESG rule will be history for now. Donald Trump as President will reverse the Depar...

ERISA changes under Trump? Your guess is as good as mine

As January 20th approaches, people in this business will question what a second Trump administratio...

Clorox wins forfeiture case

A class action complaint over the Clorox’s handling of forfeitures in their 401(k) plan was mostl...

Expect Bitcoin in 401(k) plans with Trump

Bitcoin investors love Donald Trump because he fully supported Bitcoin and invited people in the in...

Trump won, now what?

Yogi Berra said it best, “It’s like déjà vu all over again.” We have a new fidu...

That 401(k) Conference returns to KC

For the first time, That 401(k) Conference returns to the same venue. On Friday, May 9, 2025, we re...

GAO states the obvious on disclosures and fees

The United States Government Accountability Office (GAO) released a report on the impact of Departm...

iRS announces 2025 Limits

Thanks to inflation being tamed, the limits from 2024 have been slightly increased. Please see belo...