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Hub launches new PEP

Hub Retirement and Private Wealth, a division of Hub International Ltd., announced the launch of HU...

IRS should clarify the merged MEP/PEP automatic enrollment rule

The rules are the rules and I believe that rules should be consistent and rational. The Internal Re...

2023 Account Balances were up

Bank of America’s research found that 401(k) account balances rose 15% to an average of $86,280 i...

DOL gets TRO against TPA

The Department of Labor was issued an emergency temporary restraining order (TRO) by the U.S. Distr...

4 large plans add matching benefit for student loans

According to PlanSponsor, LVMH, News Corp., Sephora and Walt Disney Co. are among the large employe...

Bitcoin ETFs in 401(k) plans is a matter of when

As I write this, the greatest investment I’ve ever owned, Bitcoin is over $65,000 a coin. Until t...

Revised DOL VFCP program to be announced soon

The Department of Labor (DOL) should be finalizing its proposed update to the Voluntary Fiduciary C...

Need to communicate better with Start Up Credits

We live in a day and age where information is at our fingertips. Anything we want to know is just a...

Yes, student loans impact deferral rates and account balances

A recent study showed that student loan debt has a negative impact on deferral rates and 401(k) acc...

Ascensus and American Funds bring PEP to market

Ascensus and American Funds have finally brought their pooled employer plan (PEP) to market. The...