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Vantage Sued Again

Another plan sponsor has sued Vantage Benefits and its principals. In a twist that should shock no p...

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Introducing the inaugural That 401(k) Conference

There are a lot of industry-wide 401(k) conferences that are great in the ideas of getting people to...

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What Were They Thinking #45 Where’s Herb? Who Cares?

The 1980’s were a very competitive time for fast food restaurants. Wendy’s caught lightning in a...

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New Survey Shows 401(k) Participation and Contributions Rising

Plan Sponsor Council of America (PCSA) released their latest survey that showed growth in participat...

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Plan Provider to make restitution for fake loans

The agreement and anticipated future payments are expected to compensate the retirement plans fully ...

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Hardship Provisions Will Change

As part of the budget agreemenent signed By President trump on Februray 9, some additional provision...

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New Book Released

My latest book, The Great 401(k) Book Sequel Ever is available on Amazon.com. The Kindle version can...

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More News About Vantage

Since the FBI closed down Vantage Benefits on November 1, we haven’t heard much.   Here is an...

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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on parti...

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Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discounting the or...