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Phoenix and Charlotte booked

With 2022 closing in, we have some events booked, live and in person. That 401(k) Conference wil...

Creative Planning buys Lockton’s retirement business

Creative Planning has agreed to take on Lockton’s $110 billion unit in a deal that includes an eq...

Kroger is the latest 401(k) lawsuit target

Kroger is the latest target in a class-action lawsuit. The supermarket chain has been accused of va...

401(k) contributions are up for 2022

401(k) participants can contribute up to $20,500 to their 401(k) retirement accounts in 2022, up fr...

Ascensus gobbles up Newport

In another consolidation for the retirement plan business, Ascensus, a recordkeeping services provi...

This case will be the mother of all battles

With so many fee litigation cases over the last few years, I was concerned that the Federal court w...

Walgreens settles for almost $14 million

Walgreens has settled a class-action lawsuit after agreeing to pay $13.75 million into a settlement...

Miami set for That 401(k) Conference in June

Hopefully, COVID will eventually disappear and we can go back to a full schedule of events for 2022...

DOL proposes ESG rule

The Department of Labor (DOL) finally proposed a rule that would allow plan fiduciaries to consider...

Spencer Haywood is the guest in Vegas

The special guest for That 401(k) Conference in Las Vegas on Friday, January 21, 2022 will be NBA H...