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DOL issues lifetime income illustration regulations

The Department of Labor (DOL) released regulations that require retirement plan sponsors to attach o...

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Not going to travel for awhile

I planned on a Las Vegas conference for December, way back in May. I don’t think I was ahead of my...

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That 401(k) Virtual Conference 6 hits September 25th

With travel still a no-no for most of us, it’s going to be virtual events for a while. As we get c...

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Participants more attentive thanks to fee disclosure

When fee disclosure regulations came into being by the Department of Labor (DOL) in 2012, so many de...

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The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing businesses ...

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Senators propose COVID related catch-up

Several Republican senators have introduced legislation that would allow plan participants who are u...

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The problem with flat fee billing

When I was a law firm associate, my most painful part was filling out my timesheet. Trying to fill i...

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The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing businesses ...

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Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering firm that...

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Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I ...