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Yeah, I hate TDFs and here is another reason why

It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the market mel...

You’re late, file for the DVCP, because the penalties are larger

Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue Service (I...

Red Cross sued over their 401(k) plan

When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red Cross has ...

I like State Employer Mandated IRAs, I just hate State Employer Mandated IRAs

I like the idea of states enacting mandated employer State IRA programs, I just don’t like State E...

That 401(k) Virtual Bunch with Congressman Jamie Raskin is on May 10th

Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtual Conferen...

With politics, never assume

Many of us in the retirement plan industry including yours truly, swore up and down that the Biden a...

Coca-Cola MEP sued

Multiple employer plans (MEPs) have become larger targets for litigation when they achieve a plan of...

Biden administration to implement Trump Fiduciary Rule

In what I consider a surprise move, the Department of Labor (DOL) announced that it will allow a Tru...

DOL recovered a bunch

The Department of Labor (DOL) released its 2020 enforcement fact sheet, showing the work they did fo...

Survey shows ESG still hasn’t caught on

Despite the concerns that the Trump administration implemented Department of Labor (DOL) regulations...