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chocolate

There will always be room for chocolate in this business

I had a friend of mind who was an advisor who was lamenting about the changing environment of the re...

court

Courts these days want to see something more

The 9th Circuit upheld the dismissal of a complaint by participants in the Walt Disney Co. 401(k) p...

nationalconf2020

National Convention in 2020?

That 401(k) Conference started in 2018 with the goal of starting regional conferences with the goal ...

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The theater of the absurd

Chutzpah is nerve, shameless audacity. The best example of chutzpah is someone who kills their paren...

E548CC94-275A-48C9-A2D1-EE601BC96761

The problem with shelf space payments

“You like potato and I like potahto You like tomato and I like tomahto Potato, potahto, tomato, to...

91D2DA48-7B46-452F-AF36-55B6932B3557

DOL probing Fidelity

According to an article in the Wall Street Journal, the Department of Labor (DOL), is looking at an ...

F02B3099-B009-4D35-9A42-C7B61A7536A8

ConAgra lawsuit shows problems with being a fiduciary

A former participant of ConAgra’s 401(k) plan filed a lawsuit against the company, alleging they f...

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Fidelity lawsuit and the ERISA litigators will always be watching

Fidelity is being sued again, this time regarding payments made by mutual funds to the Fidelity Fund...

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That 401(k) Conference hit LA

On February 22nd, Dodger Stadium was the venue for the 4th edition of That 401(k) Conference and the...

evos

Evoshare is something every 401(k) plan should consider

I’m not ashamed to admit when I think someone has a good idea and I think that the folks at Evosha...