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The end of forfeitures to reduce contributions is inevitable

Recently had a client going through an Internal Revenue Service (IRS) audit and while talking to an...

State mandates will spur private plans

I don’t need studies to tell me that States with mandated SIMPLE IRA programs for employers who d...

Forfeitures cases will continue until they get thrown out

Federal court cases are a game, like chess. You file a complaint, you fight the inevitable motion t...

Plan sponsors are happy with their advisors

Financial advisors working on 401(k) advisors have happy clients, according to a new Fidelity surve...

IRS provides matching guidance

The Internal Revenue Service issued interim guidance on employer matching contributions made to ret...

Prime Pension expands with another TPA purchase

Third Party Administrator Prime Pensions Inc. has purchased third-party administrator Valley Forge ...

Lincoln to offer lifetime income solutions

Lincoln Financial Group announced the addition to its in-plan guaranteed income investment offering...

The nuisance value

When I write about the need for plan sponsors to understand their responsibilities as plan fiduciar...

Mark my words: Crypto in 401(k) is inevitable

While some providers were offering Crypto windows in 401(k) plans, I was vehemently against it beca...

ERISA is 50

The Employee Retirement Income Security Act (ERISA) turns 50 this year and I didn’t buy them a gi...