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check

The uncashed check fiasco

In the retirement plan industry, we have rules and we have guidelines on what to follow. However, th...

apples

IRS thinks about getting rid of the MEP bad apple rule

One of the biggest strikes against multiple employer plans (MEPs) may go the way of bellbottoms and ...

jdpow

The worthless J.D. Power surveys

I’m going to say something and that means J.D. Power will never sponsor one of my events, but thos...

mfs

MFS is latest proprietary fund settlement

Massachusetts Financial Services Co. (MFS) has reached a settlement of nearly $7 million in a lawsui...

2953F5AD-EC15-4A6F-8F89-851211CE0B62

The lesson from Steiner Sports

If you look at my office or my den, you’d think I ransacked Steiner Sports since I collect a lot o...

4CB0EED8-F827-425F-80E1-BE2EB0762116

That 401(k) Conference hits Denver

The ninth edition of That 401(k) Conference was held at Coors Field on Friday, June 14th. As always,...

A9984142-8CE1-450C-9613-F03ACBD31FC6

DOL should make e-disclosures the default

It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement plan indu...

5C15EBF2-AD0A-4BCF-8622-EDA2C59F38E8

Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be passed by ...

D8E72EFB-228F-4AE2-ADA8-997A9E3F086F

The drawback on consolidation

There has been tremendous consolidation in the retirement plan marketplace, especially in the last c...

C752D445-3376-45F9-99BB-B96A20FDE454

The House passes the SECURE Act, but hold your horses

The House of Representatives easily passed the SECURE act, which has significant changes to retireme...