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New Jersey creates Required State Run Auto-IRA Plan

As Congress and the Department of Labor (DOL) still keep the status of open multiple employer plans ...

Less than a year to mandatory 403(b) Restatement

With May here, plan sponsors and plan provider may not be aware of an Internal Revenue Service (IRS)...

Vanderbilt forks over $14 million in 403(b) settlement

The plethora of class action lawsuits against colleges and universities over their 403(b) plans have...

TD Ameritrade to sell retirement plan assets to Broadridge

There is further consolidation in the retirement plan business as TD Ameritrade is selling its retir...

IRS changes EPCRS program, expands self-correction program

After annoying many plan sponsors and plan providers by increasing user fees for their voluntary com...

Introducing Thrive

Thanks to guidance on a particular 401(k) plan to allow matching contributions in a 401(k) plans to ...

That 401(k) Conference has Atlanta outing

That 401(k) Conference, the fun regional 401(k) advisor event hosted an Atlanta event at SunTrust Pa...

That 401(k) National Conference, Where Fun Meets 401(k)

The idea behind That 401(k) Conference was to start fun 401(k) advisor events around the country wit...

That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, September 20, 201...

The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) ...