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Coming This January: That 401(k) Plan Provider Handbook by Ary Rosenbaum

After 401(k)’d, The Greatest 401(k) Book Sequel Ever, and Full Circle, I figured it was time to g...

When the Loan Defaults Come Home: A Fiduciary Wake-Up Call

When I read that Securian Financial is joining forces with Custodia Financial to bring their “Ret...

Fiduciary Gamechanger: The Cornell 403(b) Decision and What It Means for You

If after decades of advising retirement-plans I learned one thing, it’s this: The law doesn’t r...

When “Trust the Advisor” Isn’t Enough: Lessons from the Elanco TDF Case

I’ve always said, “You’re only one rigorous process away from averting a major fiduciary fail...

Navigating the DOL’s Next Fiduciary Move

The U.S. Department of Labor has announced plans to revisit and likely revise the fiduciary-advice ...

The DOL Opens the Door: Managed Accounts Meet Lifetime Income

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed...

2026 Is Coming — And It’s a Stress Test for Plan Sponsors

2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecurity threats...

New York’s State Retirement Plan — Here Comes Mandate (Brace Yourself)

Well, here’s a headline you didn’t see coming… or maybe you did, because this is exactly the ...

Another Big Fish in the 401(k) Pond

So, Creative Planning just bought SageView Advisory. Another week, another acquisition in the retir...

The $1,000 Boost and the 2026 Catch-Up Curveball

As we peer into the not-too-distant horizon of 2026, the forecasted changes to 401(k) contribution ...