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That 401(k) Conference Hits the Road in 2026: Wrigley, Colorado, Philly, and Maybe D.C.

That 401(k) Conference is back on the road for 2026, and the lineup is shaping up nicely. After the...

DOL Pulls the Plug on Racial Equity Guidance

The Department of Labor has never been shy about changing its mind, and here we go again. In Adviso...

Northwell Health 403(b) Case Settles After Five Years

Another excessive fee case is wrapping up, this time involving the $5.6 billion Northwell Health 40...

Private Assets in 401(k) Plans: Demand Is Growing, Knowledge Is Lagging

One thing I’ve learned in the retirement plan business is that participant demand usually runs ah...

The Safe Harbor That Wouldn’t Go Away

The Department of Labor’s Employee Benefits Security Administration (EBSA) tried to play cleanup ...

State-Run Auto-IRAs Hit $2 Billion and Keep Growing

The retirement plan industry just hit another milestone, and it didn’t come from Wall Street or t...

Pantyhose, Banks, and Retirement Plans: The Smarter Crime?

I’ve always said that robbing a bank with a pair of pantyhose on your head is a smarter crime tha...

Empower Under Fire: Another Reminder That Providers Aren’t Immune from Fiduciary Scrutiny

When most people think about ERISA lawsuits, the usual suspects are plan sponsors. They’re the fi...

The DOL is Right to Scrap the Annuity Safe Harbor

The Insured Retirement Institute (IRI) is once again carrying water for the annuity industry, this ...

Trump Accounts: What Employers Need to Know

When Congress passes a bill with a title like the “One Beautiful Bill,” you can already guess w...