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Special COVID Valuation Date creates a 401(k) lawsuit

They said it best in This Is Spinal Tap, there is a fine line between being clever and stupid.   Behan Bros, Inc. Retirement Plan is an annual valued 401(k) plan with a valuation date of December 31st. As with many plans, there is an ability to create a s...

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Clearly retirement plan providers aren’t doing enough

According to the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, most plan providers aren’t helping participants in the participants’ eyes. Just 27% of retirement plan participants say they have accessed professional financial advice r...

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The eventual effect of COVID-19 on this business

When fee disclosure regulations were promulgated in 2012, you could see the changes a mile away. Whi...

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Vantage Benefits Owners Plead Guilty

I knew Jeff Richie from Vantage Benefits, spoke to him a couple of times ago, and wrote an article f...

matching contributions

Of course, matching contributions are being cut

I always joke that anytime there is a snowstorm, the local channels should just recycle their old st...

private equity

DOL to allow private equity investments in DC Plans

The Department of Labor (DOL) released some new guidance that might facilitate the inclusion of priv...

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MassMutual considering selling its retirement plan business

According to a report from Reuters, Massachusetts Mutual Life Insurance Company (MassMutual) is expl...

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Temporary Relief for Spousal Consent and Notary

The Internal Revenue Service (IRS) is providing temporary relief from the physical presence requirem...

virtual 4

That 401(k) Virtual Conference 4 is on Friday, July 10th

While many of us are working in the office, many are not, and almost all of us aren’t going to tra...

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DOL is “plotting” a new fiduciary rule

When a government agency is plotting, they have to do it in public and it’s just a matter of when ...