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The problem with Bitcoin ETFs

Until they say otherwise, the Department of Labor (DOL) doesn’t want to see crypto in 401(k) plan...

Why would any employer do this?

SECURE 2.0 allows employers the opportunity to offer matching contributions and profit-sharing cont...

The De Minimis incentive rule

When I was in college, I would run events, and one of the ways to do it, was free food. A slice of ...

Some of these SECURE options won’t be popular

Years ago, legislation allowed a sidecar IRA account where participants could add an IRA contributi...

401(k) plans didn’t kill DB plans

Recently, an economist blamed 401(k) plans for the retirement crisis in this country and I’ve hea...

IRS pushes back on amendment deadlines

The IRS announced that the amendment deadline for most qualified retirement plans, including 401(k)...

Bitcoin in 401(k) plans is eventually going to happen

Timing is everything in life. When plan providers were trying to push Crypto in 401(k) plans, it to...

DOL sues over forfeitures

While there have been a few lawsuits over the use of forfeitures in retirement plans, it’s import...

Some PEPs to go bye bye

Pooled Employer Plans (PEPs) are an attractive opportunity for small plans to mitigate the liabilit...

Vestwell gets more financing

Vestwell has raised $125 million in a Series D fundraising round led by Lightspeed Venture Partners...