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Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering firm that...

Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I ...

$20.21, I’m not providing lunch or dinner

A good friend in the financial industry asked on Twitter for some thoughts that an in-person live co...

It’s not 95%

Obi-Wan Kenobi once said that only Siths deal in absolutes. Having an ERISA expert saying publicly t...

Don’t forget that the RMD Rules are different for 2020

While the 4 Questions during the Passover holiday asks why this night is different than all other ni...

We will get PEP guidance soon

With less than six months before the launch of pooled employer plans (PEPs) comes word that the Depa...

ERISA litigators are always at the cutting edge

While every large 401(k) plan is a target for a class-action lawsuit over costs, I believe the years...

The threat of cyber theft from 401(k) accounts is real

The Matt Hutcheson and Jeff Richies of the world that steals from 401(k) plans where they are the fi...

That 401(k) National Conference to go full virtual in 2021

The 401(k) National Conference was a great event, except for the fact that the pandemic was upon us ...

Fidelity settles lawsuit for $28.5. million

Fidelity Investments settled a class-action lawsuit regarding its own 401(k) plan for $28.5 million....