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Bill proposed to waive early withdrawal penalty for fraud

Last week, Rep. Haley Stevens (D-MI) introduced legislation aimed at waiving early withdrawal penal...

Merit buys Sanctuary Wealth

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced its acquis...

Bill proposed to waive early withdrawal penalty for fraud

Last week, Rep. Haley Stevens (D-MI) introduced legislation aimed at waiving early withdrawal penal...

DOL unveils Model VFCP Model Participant Notice

The Department of Labor (DOL) has issued a model notice for applicants to the Voluntary Fiduciary C...

Merit buys Sanctuary Wealth

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced its acquis...

TIAA ranked as top recordkeeper website

A new report by research consultant Corporate Insight (CI) highlights that TIAA, Fidelity, and T. R...

Will Hardships go up in 2025? Time will tell

A rising number of plan participants are making early 401(k) hardship withdrawals. A report by Vang...

Clorox forfeiture case goes forward

The U.S. District Court for the Northern District of California has decided not to dismiss a class ...

Schwab Self-Direct 401(k) plans gain 13.6% in 2024

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fo...

Langston is the guest for Anaheim

Former Angels pitcher and current Angels broadcaster Mark Langston will be the guest for our event ...