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Trump signs Coronavirus Relief

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act (the “Act”) into law with substantive retirement plan changes.    Among the changes:   Distribution free from the early distri...

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That 401(k) Virtual Conference on Friday, April 17th

With regional That 401(k) Conferences in Houston and St. Louis postponed to later dates (TBA), I thought a great idea for plan providers looking for some good and timely 401(k) content was to hold a virtual edition of That 401(k) Conference.   So we will ...

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Expect some Coronavirus 401(k) relief

It may happen before this article posts, but I think it’s safe to say that the Internal Revenue Se...

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That 401(k) Conference to hit Vegas in December

While we wait for guidance to reschedule That 401(k) Conference in Houston (April 17th) and St. Loui...

Aon

Aon and Willis Towers Watson to merge

As I’ve said, plan provider mergers will continue and have sped up ever since fee disclosure regul...

new normal

The new normal

I wasn’t around the Spanish Flu epidemic. My grandfather was and his older sister died of it at ag...

centurylink

CenturyLink wins its 401(k) class action lawsuit

CenturyLink successfully defended the class-action lawsuit filed against them.   A federal judg...

Invesco

Invesco settles their lawsuit

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million.   Also, Invesco a...

goose

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidemic, That 4...

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$300 million Plan sued over share classes

As long as there are 401(k) plan sponsors who don’t show concern over cost, there will always be E...