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Plan sponsor taken off 403(b) lawsuit, advisor isn’t so lucky

A plan sponsor was spared from a 403(b) lawsuit, but the advisor is still on the hook. Two plain...

U.S. Bank slapped with lawsuit

U.S. Bank and its 401(k) Savings Plan is the latest target of a class action lawsuit in Minnesota. ...

Good luck with after tax employer contributions

They said in Field of Dreams that if you build it, they will come. I think when it comes to offerin...

403(b) PEPs are great, but….

The idea that we can have 403(b) Pooled Employer Plans is great news because what could work well f...

The cost of SECURE 2.0 will be Catch Up Contributions

Any legislation that is supposed to benefit taxpayers, there is a hidden cost. Look at the Tax Refo...

In 2021, people were deferring more

The Plan Sponsor Council of America’s (PSCA)65th Annual Survey of 401(k) and Profit Sharing Plans...

There is a gender gap on 401(k) deferrals

There is a gender gap with 401(k) deferrals and auto-enrollment might be the way to curb that. I...

Are Plan Sponsors really asking for retirement income options?

I have seen some great articles about plan sponsors and issues surrounding retirement income option...

DOL announces Form 5500 changes

The Department of Labor (DOL) announced changes to Form 5500. For Multiple Employer Plans (MEPs)...

Crypto theft is another strike against Bitcoin 401(k)

While technology makes it easier for bad actors to steal the retirement assets of plan participants...