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Politics is scaring ESG investments away

Thanks to politics, I have advised plan sponsors not to pursue ESG investments for their plan as th...

Matching is a lure

Cash isn’t king anymore, matching contributions are. Workers value 401(k) matching contributio...

The After Tax Catch Up is a concern

One of SECURE 2.0’s interesting provisions was that people who are highly compensated employees (...

DOL trying to make it easier to terminate abandoned plans

The Department of Labor (DOL) has filed a rule proposal that will make it easier to wind down retir...

The Fear of AI

Artificial intelligence (AI) has always been a concern of mine since seeing Terminator and Terminat...

20% fear they can never afford retirement

I’ve been in this business for 25 years and hope for another 25, but fears of people saving for r...

That 401(k) Conference will return live

After taking 2023, That 401(k) Conference will return live in 2024. We plan on being in Arlington, ...

Fiduciaries to pony up almost $125 million in deal with DOL

Fiduciaries of a retirement plan sponsored by DST Systems Inc., including investment management fir...

Auto IRA Programs work

The more people are covered under the retirement plan, the better we all are. State-mandated IRA...

Concrete manufacturer sued by the DOL for failure to make loan repayments and matching contributions

The Department of Labor (DOL) has sued New Jersey concrete manufacturer Di Ferraro Inc. for failure...