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Three events rescheduled for 2021

Three of our live events that were delayed because of the COVID pandemic have been rescheduled. &nbs...

When the IRS talks, it’s time to listen

When the Internal Revenue Service develops a laundry list of the things that they will focus on, whe...

The problem with Solo 401(k) plans

Solo 401(k) plans are a great benefit for sole proprietors. I know, I have one. The problem is they ...

DOL issues guidance on new fiduciary rule

The Department of Labor (DOL) issued guidance that reinforces that the new investment advice regulat...

DOL provides cybersecurity guidance

The Department of Labor (DOL) has issued guidance for plan sponsors and plan providers that cover be...

We shall return live in 2021

While 2020 sidelined our scheduled events in Houston, Minneapolis, and St. Louis, the plan is to ret...

It’s a wave of PEPs, but is it a wave of assets

With January 1st past us, we knew that many plan providers were going to launch Pooled Employer Plan...

Fidelity wins data as plan asset case

Fidelity won a huge case.   Schlichter, Bogard & Denton brought a lawsuit on behalf of four...

GAO says DOL has work to do on cybersecurity

The U.S. Government Accountability Office (GAO) asked the Department of Labor (DOL) to step up prote...

Johnson & Johnson wins 401(k) lawsuits

A New Jersey Federal District Court dismissed a complaint by participants in 3 Johnson & 401(k) ...