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irslife

IRS proposes changes to life expectancy tables

People complain a lot about life these days, but one fun fact is that people are living longer than they did just 20 years ago. Thankfully, the Internal revenue Service (IRS) noticed too.   The IRS has proposed a new rule regarding the life expectancy and...

nj

That 401(k) Conference hits New Jersey

That 401(k) Conference has a great event at MetLife Stadium on Friday, November 8th. 30 plus advisors were treated to 4 hours of content, lunch, a MetLife Stadium tour, and a meet and greet with two-time Super Bowl-winning Giant punter Sean Landeta.   Sea...

este

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to steal money ...

edisclosure

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to be posted ...

vanderbilt

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several victories b...

6AAA4EDC-5C55-4FC6-A670-9E64C8687D75

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the stock marke...

76D0B9A0-B060-4C2B-ADC0-0F8ECEED428B

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k) Conferen...

EE06C2F2-7CF3-43D0-9C37-ACC91C5DC5EE

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

coverage

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

irs2

IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. They will te...