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DOL issues caution on private equity investments

The Department of Labor (DOL) has cautioned plan fiduciaries about private equity investments as co...

Get those amendments for 2022

In addition to that restatement for Cycle 3 that must be completed for most defined contribution pl...

Stable value study shows the obvious about volatility

David Letterman once had a joke about those USA Today graphs where he claimed they had a graph that...

Roth will gain more fans

The numbers don’t lie. We are $29 trillion in debt. Our biggest expenditures will be entitlements...

I won’t add annuity options to 401(k) plans

When it comes to plan design, I believe in the idea of KISS:  keep it simple, stupid. While...

That 401(k) Virtual Bunch returns March 10th

With a hiatus that took longer than expected, That 401(k) Virtual Bunch, our live interview show re...

We will hear those 401(k) complaints if markets tank

I used to joke that to save money, the local news stations should recycle footage that they collect...

EBSA hammers NY Courier for ERISA lawsuit

The Department of Labor (DOL) Employee Benefit security Administered has filed a lawsuit in Federal...

Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred by holding ...

IRS determination letter procedure updated

Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determination let...