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DOL won’t enforce ESG and proxy voting rules

Not surprising most of us, the Department of Labor (DOL)’s Employee Benefits Security Administrati...

401(k) fees are still sliding

The beauty of fee disclosure regulations and technological breakthroughs is that 401(k) fees have be...

Yes, we will reschedule our live events

That 401(k) Conference will return live in 2021. We will advise you of the make up dates for Houston...

Well, it used to be worse

When I was younger, I was a pessimist. Everything to me, like a bad grade in Civil Procedure I was t...

Yeah, I hate TDFs and here is another reason why

It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the market mel...

You’re late, file for the DVCP, because the penalties are larger

Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue Service (I...

Red Cross sued over their 401(k) plan

When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red Cross has ...

I like State Employer Mandated IRAs, I just hate State Employer Mandated IRAs

I like the idea of states enacting mandated employer State IRA programs, I just don’t like State E...

That 401(k) Virtual Bunch with Congressman Jamie Raskin is on May 10th

Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtual Conferen...

With politics, never assume

Many of us in the retirement plan industry including yours truly, swore up and down that the Biden a...