Let me start with a confession: I love Bitcoin. I admire what it represents—decentralization, monetary freedom, borderless transactions, and the kind of disruption that makes traditional finance sweat. I hold it, I follow it, and I believe digital assets ha...
I love Bitcoin. I love private equity. They’re two of my favorite investments, personally. But when it comes to 401(k) plan participants? I hate them. Not because the asset classes themselves are bad, they’re not. But because plan participants, by and lar...
Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,28...
Sometimes, in the strange world of ERISA litigation, you get a surprise. And in Hutchins v. Hewlett...
I’ve been in the retirement plan business for 27 years, and during that time, I’ve seen...
After six long years of litigation, Intel’s 401(k) plan design just got a big legal endorsement. ...
The Investment Company Institute (ICI) just confirmed what many of us have seen on the ground: 401(...
The IRS just dropped Revenue Ruling 2025-15, and while it’s not revolutionary, it’s a reminder ...
News that Principal has transitioned administration of its largest pooled employer plan (PEP), Prin...
It’s not often you see the U.S. Department of Labor jumping into the legal ring to back plan spon...
