The 9th Circuit upheld the dismissal of a complaint by participants in the Walt Disney Co. 401(k) plan that Disney violated their fiduciary duty by offering the Sequoia Fund, a mutual fund that had plummeted in value. A three-judge panel of the 9th U.S...
That 401(k) Conference started in 2018 with the goal of starting regional conferences with the goal of a National Conference one day. Is 2020, the time for a National Convention? Perhaps. As long as there is interest from advisors, third-party administr...
Chutzpah is nerve, shameless audacity. The best example of chutzpah is someone who kills their paren...
“You like potato and I like potahto You like tomato and I like tomahto Potato, potahto, tomato, to...
According to an article in the Wall Street Journal, the Department of Labor (DOL), is looking at an ...
A former participant of ConAgra’s 401(k) plan filed a lawsuit against the company, alleging they f...
Fidelity is being sued again, this time regarding payments made by mutual funds to the Fidelity Fund...
On February 22nd, Dodger Stadium was the venue for the 4th edition of That 401(k) Conference and the...
I’m not ashamed to admit when I think someone has a good idea and I think that the folks at Evosha...
When the local TV news does a report surrounding a snow storm, I always joke that they should recycl...
