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Trading with 401(k) accounts is very low

With a cautious stock market still reeling from COVID, it should come as no shock that trading withi...

Beware of 401(k) articles with tax advice, speak to a pro

It sounds so great on paper because you read an article. An advisor clued me into an about a Mega Ba...

The problem with Target Date funds are the investors that use them

A target-date fund (TDF) could be an attractive investment alternative for a participant that can’...

Minneapolis That 401(k)( Conference Guest is Tony Oliva

The special guest for our Minneapolis event That 401(k) Conference on Friday, September 24th, is Twi...

The Mad Hungarian is the guest for That 401(k) Conference in St. Louis

That 401(k) Conference returns live in St. Louis on Busch Stadium on Friday, September 10th. Our gue...

State IRA programs spur retirement plan sponsorship

While state enacting mandatory IRA programs for employers that don’t offer retirement plans seems ...

There is a cost to technology and it’s cybercrimes

The beauty of being in the retirement plan business since 1998 is that I love what I do and I can al...

Transamerica forks over another $5 million in another 401(k) lawsuit

If you’re a large plan sponsor, who also happens to offer your proprietary mutual funds in a 401(k...

When the DOL is asking questions on cybersecurity, have the answers

A few years back, I was representing a plan sponsor under a Department of Labor (DOL) audit for very...

AON cashes out of the retirement business

AON sold off its US retirement and retiree health insurance brokerage businesses in a $1.4 billion t...