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Introducing That 401(k) University

You don’t have time, I get it.   So I will be developing a YouTube series of 8–10-minute vi...

Ascensus is acquired

One of the biggest consolidators in the third-party administration (TPA) business has found itself b...

IRS offers more partial termination guidance

The Internal Revenue Service (IRS) released some new guidance on the temporary partial plan terminat...

Kimberly-Clark, the latest big 401(k) lawsuit

Kimberly-Clark Corp. is the latest defendant in a proposed class action Employee Retirement Income S...

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...