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Small Employers + PEPs: The DOL Wants Your Input

The Department of Labor’s Employee Benefits Security Administration (EBSA) just dropped an RFI (R...

Why I Love Bitcoin—But Still Don’t Want It in Your 401(k)

Let me start with a confession: I love Bitcoin. I admire what it represents—decentralization, mon...

Trump Executive Order to broaden 401(k) access to private equity and Crypto, fiduciaries beware

I love Bitcoin. I love private equity. They’re two of my favorite investments, personally. But wh...

How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,28...

In a Rare Move, the DOL Backs the Employer in a Forfeiture Allocation Case—But Don’t Pop the Champagne Just Yet

Sometimes, in the strange world of ERISA litigation, you get a surprise. And in Hutchins v. Hewlett...

The Fraud That Is Matt Hutcheson

I’ve been in the retirement plan business for 27 years, and during that time, I’ve seen...

Intel Wins: Ninth Circuit Puts the Brakes on Anti-Private Equity Lawsuit

After six long years of litigation, Intel’s 401(k) plan design just got a big legal endorsement. ...

401(k) Mutual Fund Fees Hit Historic Lows—Again

The Investment Company Institute (ICI) just confirmed what many of us have seen on the ground: 401(...

Uncashed Checks Still Count: The IRS Speaks (Again)

The IRS just dropped Revenue Ruling 2025-15, and while it’s not revolutionary, it’s a reminder ...

Principal Hands Off PEP Administration to FuturePlan — and It Makes Sense

News that Principal has transitioned administration of its largest pooled employer plan (PEP), Prin...