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DOL Walks Back Crypto Chill: A Return to Fiduciary Neutrality

The Department of Labor’s Employee Benefits Security Administration (EBSA) released Compliance As...

Fidelity adds student match program

The 401(k) world has long been a place where innovation comes with a compliance manual and where â€...

TIAA sued for proprietary funds

In the world of retirement plans, some stories feel like déjà vu with a fresh set of dollar signs...

Fenway, Cheers, and the Chicken Caesar That Marked My Turning Point

A few weeks ago, I took a trip up to Boston to see the Mets play the Red Sox at Fenway Park. Fenway...

United Health is latest 401(k) forfeiture lawsuit

UnitedHealth Group is the latest big-name employer to get hit with a class action lawsuit over how ...

Third Book will be Full Circle

I have written two books that many of you haven’t heard about: How to Succeed in the 401(k) Pl...

Empower to offer 401(k) private equity investments to participants

Empower recently made headlines by announcing a bold new initiative: giving defined contribution (D...

New Book: The Circle Complete June 9th

When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a truth. ...

Northrop Grumman is target for another Schlicter case

If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry Schlichter...

That 401(k) Conference returned to KC

For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, 2025, we r...