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Oregon taps Ascensus for its 401(k) MEP

The Oregon Retirement Savings Plan, which is a state run 401(k) multiple employer plan with a July 2...

Bundled providers going unbundled makes sense

Someone I know in the industry advised me again how a low cost index fund company was all of a sudde...

Plan Design Features That Crimp Retirement Savings

The Government Accounting Office (GAO) took a look at 80 401(k) plans and concentrated on the featur...

Plan Providers Shouldn’t Copy Xerox

When I was a kid, everyone called a copy a Xerox because they were the leaders of photocopiers. I re...

Interview: James Holland, MillenniuM Investment and Retirement Advisors

I met James Holland pretty soon after I started my own law firm through the discussion groups on Lin...

The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matching contr...

The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I’m go...

ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were starting t...

Wells Fargo sued over their proprietary target date funds

Thanks to litigation, we will probably see one day where a mutual fund company will no longer offer ...

Interview: Louis Harvey, Dalbar

I believe when it comes to retirement plan sponsors and plan providers, information and education ar...