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That 401(k) Conference completes September swing in Houston

That 401(k) Conference completed its trio of 2020 rescheduled events with a September 29th conferen...

Federal and state mandates will prop up PEPs

The possibility of a Federal mandate for retirement coverage through an employer plan or forcing th...

Insurance agents busted for 403(b) fraud

Non-ERISA 403(b) plans are still one of the stains of the retirement plan business because, without...

That 401(k) Conference hit the Twin Cities

That 401(k) Conference hit Minneapolis on September 24th at Target Field. Attendees were treated to...

PEP might get pepped with possible retirement plan change

The Ways and Means Committee approved proposals for portions of the reconciliation bill, among...

Our finest hour

People will say that I often have a negative spin, regarding the retirement plan industry. I don’...

That 401(k) Conference came back live to St. Louis

That 401(k) Conference in St. Louis was finally held on September 10th. The event, originally sched...

Townsend joins DOL

Kathleen Kennedy Townsend joined the Department of Labor (DOL) to help advance state and federal eff...

DOL has always dropped the ball on disclosure

The Government Accountability Office (GAO) has found that 45% of plan participants are not able to u...

SBDA account balances are up

With the market up, it makes sense that self-directed brokerage accounts in defined contribution pla...