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2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k) plan account balance. The analysis found that the average account balance for younger (25-34), less tenured (1-4 years) workers gained 43% in 2017 For older ...

trumpy

Tax Reform will affect 401(k) deferrals

While the tax reform talks didn’t do much to negatively impact 401(k) plans. Mark my words: the elimination of certain deductions will negatively impact the amount of deferrals that people will be able to put in their 401(k) plan.   Limiting the amount ...

hub

HUB enters the RIA space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health care indu...

abg

Another TPA joins Alliance Benefits Group

One of the great supermarkets in my area is ShopRite and it’s one of the unique successes in the s...

hbn

DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions of the new...

U.S. President Donald Trump, flanked by Senior Advisor Jared Kushner (standing, L-R), Vice President Mike Pence and Staff Secretary Rob Porter welcomes reporters into the Oval Office for him to sign his first executive orders at the White House in Washington, U.S. January 20, 2017. REUTERS/Jonathan Ernst     TPX IMAGES OF THE DAY

It Won’t Matter Until It Becomes Law

I spoke to a fellow ERISA attorney who was talking about the proposed changes going back and forth r...

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Nordstrom is the latest large employer sued over their 401(k) plan

The department store business model is selling items at high prices with the heavy end of season dis...

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Stealing plan assets is easier than you think

A third party administrator (TPA) and/or plan fiduciary stealing plans assets is easier than you thi...

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No Deferral Cap, But Let’s Not Celebrate

The Republicans in the House of Representatives unveiled their tax reform plan and there includes no...

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Did Vantage Take Advantage?

Well over a week ago, I got the startling news that the FBI closed down the office of Vantage Benefi...