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That 401(k) Conference hits Denver

The ninth edition of That 401(k) Conference was held at Coors Field on Friday, June 14th. As always, financial advisors and plan provider sponsors were treated to a morning full of great 401(k) content to help grow their business. This was followed by lunch, a...

A9984142-8CE1-450C-9613-F03ACBD31FC6

DOL should make e-disclosures the default

It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement plan industry and plan sponsors out is making electronic disclosures and notices the default option and go with the times. Sure, the paper industry will lobby to stop th...

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Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be passed by ...

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The drawback on consolidation

There has been tremendous consolidation in the retirement plan marketplace, especially in the last c...

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The House passes the SECURE Act, but hold your horses

The House of Representatives easily passed the SECURE act, which has significant changes to retireme...

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DOL sets up new fiduciary rule for December

The Department of Labor (DOL) will propose a new fiduciary rule in December, which will set off anot...

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Student loan match legislation proposed

Sen. Ron Wyden (D-OR) has reintroduced legislation that would permit 401(k), 403(b), SIMPLE and gove...

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BB&T settles 401(k) lawsuit

With a planned merger with SunTrust, BB&T tied up a loose end by agreeing to a $24 million settl...

retireh

The Retireholi(k)s to appear at That 401(k) National Conference

When I was working at the semi-prestigious law firm, I was castigated by the managing attorney (Sorr...

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Average Deferral Rates at a Ten-Year High

T. Rowe Price has released its annual participant data benchmarking report, which shows mixed result...