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Form PR means there will be some Pooled Plan Jokers

Form PR is the form that the Department of Labor (DOL) has required for pooled plan providers (PPP)....

holler if you hear me

Need a Pooled Plan Provider? Give me a holler

As some people may or may not know, my affiliated company, Austin 3(16) Fiduciary Limited has filed ...

hubbub

Some of the hubbub over PEPs is nonsense

In terms of the 401(k) plan business, I think the hype over pooled employer plans (PEP) will be the ...

wide open

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, there is s...

PEP comics

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requirements fo...

biden

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of Labor.  ...

raskin

Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on Thursday, ...

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Retireholi(k)s to appear at That 401(k) National Virtual Conference

The Retireholi(k)s, the folks from Plan Design Consultants, and the greatest videocast in 401(k) ind...

biden1

Biden won’t get what he wants on deferrals

Articles about presidential nominees and their 401(k) proposals are always amusing because all they ...

ESG funds

DOL issues new ESG rule

The Department of Labor (DOL) announced a final rule for fiduciaries of private-sector retirement pl...