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That 401(k) Conference in Cleveland Rocks

That 401(k) Conference hit Cleveland on September 20th at Progressive Field, home of the Indians. &n...

65CE359A-5482-466D-B356-00FDE2E9A628

The future in litigation might be an arbitration provision

The fascinating part of ERISA litigations is the changing law and viewpoints. To combat the rising t...

BFAD47A9-C4CE-4667-A463-A9EDBDE89351

MIT folds in class action lawsuit

Kenny Roger’s “The Gambler” song has some great tips. You need to know when to hold ‘em, kno...

annuity

More annuities in plans is a pause for concern

A growing number of U.S. employers are adding lifetime income solutions to their defined contributio...

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IRS offers guidance on uncashed checks, but not really

In a recent revenue ruling, the IRS stated that if a participant or a beneficiary doesn’t cash a d...

13C65B61-2073-4757-B742-C6C6D37035B9

The problem with target date funds

  I wasn’t a fan of target-date funds when the markets crashed in 2008 because there was no c...

appearances

The problem with plan provider appearances

My local school board is run by a clique who see nothing wrong that some of their children got hired...

sites2020

Sites for 2020?

It’s August and the 2020 Major League Baseball Schedule is up. That means one thing: we’re plott...

skim

Contractor pleads guilty to TPA skimming operation

I always say that you have better chances not getting caught by robbing a bank than you do by steali...

cdmoney

It’s legal until it’s not

Shelf space payments where mutual fund companies pay to get access on a particular 401(k) custodial ...