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Self-Directed Brokerage Account were also up for 2020 Q4

It’s a known fact that I don’t care for self-directed brokerage accounts in 401(k) plans, but I ...

Reliance settles their role in Insperity case for $40 million

Reliance Trust has settled one of the largest 401(k) excessive suit settlements in their role in the...

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...