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disaster area

Stimulus act allows disaster distributions

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (the “Sti...

theft

Another lawsuit concerning 401(k) theft

Theft of 401(k) account balances by cybercriminals or other types of criminals is an actual thing an...

frazier

Interview with Walt Frazier

That 401(k) National Virtual Conference had a lot of great moments and one of the top ones is when w...

Dwight_Gooden_1986_by_Barry_Colla

Interview with Doc Gooden

Dwight Gooden is my favorite Met and was the very first guest of That 401(k) Conference at CitiField...

biden exec order

Expect ESG rule to be overturned

The Biden administration will review the Department of Labor (DOL) rule stipulating that ERISA plan ...

That 401

That 401(k) National Virtual Conference provides lots of memories and info

That 401(k) National Virtual Conference is in the history books and despite the COVID limits, was a ...

valic

VALIC sued over surrender charge

One of the most annoying parts of being an ERISA attorney is dealing with surrender charges for clie...

revenue sharing

Revenue Sharing is costlier to plan participants

I love when studies on retirement plans state the obvious.   According to researchers from Vand...

IRS user fee

IRS increase user fees

The Internal Revenue Service (IRS) has announced increases to user fees for letter rulings and deter...

raid

COVID caused retirement plan raid

Kiplinger conducted a poll that showed that plan participants did raid their retirement plan account...