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Make sure the employee exclusions are correct

As a 401(k) plan sponsor, you need to operate according to its terms. The concept is silly, but the...

Vanguard cuts fees

Vanguard announced expense ratio reductions to 168 mutual fund and exchange-traded share classes ac...

DOL releases guidance on small account balances

The Department of Labor (DOL) has released Field Assistance Bulletin 2025-01 (the Bulletin), allowi...

DOL changes? Maybe not so fast

With the change of Presidential administrations, there was certainly a discussion on what the Depar...

Red Flag Report is a Red Flag

George Carlin had a joke that to get off a jury, you should just tell the Judge that you can determ...

Equitable launches PEP

Equitable has introduced Equitable Retirement Access, the company’s 401(k) Pooled Employer Plan (...

People like their 401(k)s

According to new research published by the Investment Company Institute (ICI), Americans like their...

DOL announces VFCP changes

The Department of Labor announced that its Employee Benefits Security Administration has updated it...

That 401(k) National Virtual entertains

That 401(k) National Virtual Conference had its 5th edition on January 30-31. Over 110 people signe...

The Retirement Advantage has a new PEP

The Retirement Advantage Inc. has introduced the TRA Select 401(k) Pooled Employer Plan, with the E...