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That 401(k) Conference hits the Emerald City

A day of learning and fun was had at That 401(k) Conference in Seattle on Friday, September 9th. ...

Charlotte postponed

Due to unforeseen circumstances, That 401(k) Conference in Charlotte will be postponed until a furt...

That 401(k) Conference will return live in 2023

That 401(k) Conference will return live in 2023 with about 4-5 events including a return to New Yor...

Blackrock TDFs are a huge target

At least 11 companies, including Booz Allen Hamilton Inc., Citigroup Inc., and Microsoft Corp., hav...

DOL revised guidance on independent audits

Revising 1975 issued guidance, the Department of Labor released Interpretive Bulletin 2022-01, whic...

DOL has right to check in on a recordkeeper

A federal appellate court says that the Labor Department is allowed to pursue its inquiry into the ...

Towards a fully vested era

At points after the implementation of ERISA, there were graded vesting schedules as long as 10 year...

IRS extends amendment deadlines

On August 3, 2002, the Internal Revenue Service (IRS) issued Notice 2022-33 which extended the amen...

Great West name goes bye-bye

In a move that shouldn’t surprise anyone, Empower announced the end of the Great-West brand in or...

Still the same problem with TDFs

I have always had a problem with target date funds (TDFs). It had to do with glide paths and the fa...