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vanderbilt

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several victories b...

6AAA4EDC-5C55-4FC6-A670-9E64C8687D75

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the stock marke...

76D0B9A0-B060-4C2B-ADC0-0F8ECEED428B

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k) Conferen...

EE06C2F2-7CF3-43D0-9C37-ACC91C5DC5EE

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

coverage

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

irs2

IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. They will te...

foxconf

That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of the New Engl...

jdi

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t bl...

we

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone call from...

memories

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable because I...