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The Village Idiot(s) of Oceanside: A Cautionary Tale from Facebook

When I first thought about Oceanside, I figured there was at least one village idiot—statisticall...

Josh Itzoe Launches Fiduciary U: A New Era in 401(k) Committee Education

Let me be honest: most fiduciary training out there is about as exciting as watching paint dry in a...

Forfeitures, Fiduciary Failures, and Cigna: Another Lesson in ERISA Risk

Another week, another Adams v. Goliath story in the world of ERISA litigation—and this time, Goli...

Workplace Retirement Plans: Participation Is Up, But So Is Financial Stress

Retirement plan participation is up, but don’t pop the champagne just yet. According to Morgan St...

DOL changes opinion letter program

The Department of Labor just announced that its Employee Benefits Security Administration (EBSA) is...

Fidelity’s Q1 2025 Retirement Data: Encouraging Signals, But Let’s Keep It Real

Fidelity just dropped their Q1 2025 retirement analysis, and while average balances for 401(k), 403...

Get the lowest share price possible

Here’s that in Ary Rosenbaum’s voice — clear, direct, with a personal anecdote to drive the p...

The Check’s in the Mail? Why That’s a Problem for Your 401(k)

Two years ago, a guy named Handy tried to do something that should be dead simple in 2025: roll ove...

Here we go again

Here’s the short version: the Department of Labor’s decision to reopen the Biden-era ESG rule i...

UBS Faces Forfeiture Lawsuit

UBS has found itself the latest target in the growing wave of ERISA litigation surrounding the hand...