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Another lawsuit concerning 401(k) theft

Theft of 401(k) account balances by cybercriminals or other types of criminals is an actual thing an...

Interview with Walt Frazier

That 401(k) National Virtual Conference had a lot of great moments and one of the top ones is when w...

Interview with Doc Gooden

Dwight Gooden is my favorite Met and was the very first guest of That 401(k) Conference at CitiField...

Expect ESG rule to be overturned

The Biden administration will review the Department of Labor (DOL) rule stipulating that ERISA plan ...

That 401(k) National Virtual Conference provides lots of memories and info

That 401(k) National Virtual Conference is in the history books and despite the COVID limits, was a ...

VALIC sued over surrender charge

One of the most annoying parts of being an ERISA attorney is dealing with surrender charges for clie...

Revenue Sharing is costlier to plan participants

I love when studies on retirement plans state the obvious.   According to researchers from Vand...

IRS increase user fees

The Internal Revenue Service (IRS) has announced increases to user fees for letter rulings and deter...

COVID caused retirement plan raid

Kiplinger conducted a poll that showed that plan participants did raid their retirement plan account...

New law provides disaster distribution relief New law provides disaster distribution relief

The Consolidated Appropriations Act, 2021 signed into law by President Trump, also provided relief t...