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The Sandwich Generation Squeeze

Retirement saving is hard enough when you’re just trying to take care of yourself. Add in kids, a...

If You Put It in Writing, You’d Better Follow It

There’s never a shortage of new retirement plan fee and investment performance cases. The problem...

Another Forfeiture Suit, This Time at RTX

Just when you think the forfeiture reallocation litigation wave can’t get any bigger, another sui...

You Need A Financial Advisor by Ary Rosenbaum

I’m still amazed at how often I come across participant-directed 401(k) plans that don’t have a...

Jack Henry Settles 401(k) Lawsuit for $1.6 Million

Another week, another excessive fee case settled. This time, it’s Jack Henry & Associates Inc...

New York Secure Choice: Employers, Get Ready

New York has officially joined the list of states mandating retirement savings programs. The New Yo...

That 401(k) Conference Hits the Road in 2026: Wrigley, Colorado, Philly, and Maybe D.C.

That 401(k) Conference is back on the road for 2026, and the lineup is shaping up nicely. After the...

DOL Pulls the Plug on Racial Equity Guidance

The Department of Labor has never been shy about changing its mind, and here we go again. In Adviso...

Northwell Health 403(b) Case Settles After Five Years

Another excessive fee case is wrapping up, this time involving the $5.6 billion Northwell Health 40...

Private Assets in 401(k) Plans: Demand Is Growing, Knowledge Is Lagging

One thing I’ve learned in the retirement plan business is that participant demand usually runs ah...