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It’s ticking until 7/31 for restatements

With time ticking away, it’s only a few weeks before the July 31st deadline to restate your retir...

NJ 403(b) bill is a bad idea

A bill in the New Jersey Legislature would require that certain boards of education have multiple p...

Paycor and Ubiquity team up

Under a deal, Paycor will refer small businesses and startups to Ubiquity Retirement + Savings for ...

That 401(k) Conference hits Miami

On June 24, That 401(k) Conference was held at loanDepot Park in Miami, home of the Marlins. Att...

Olin wins ERISA case

Olin Corp has won their ERISA case brought against them in the U.S. District Court for the Eastern ...

The thing about Lisa Gomez

When I left a semi-prestigious law firm about 12 years ago, I swore that I was going to start my ow...

IRS launches pre-Audit pilot program

Our tax system is based on voluntary compliance and retirement plan audits conducted by the Interna...

One Digital buys another practice

OneDigital Investment Advisors has announced another purchase. OneDigital has acquired TimeScale...

HUB buys an Indiana firm

HUB International Limited (Hub) said that it has acquired the assets of CSi Advisory Serv...

Gomez nomination fails, for now

The Senate rejected President Joe Biden’s nominee for an assistant secretary post for the Dep...