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Invesco settles their lawsuit

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million.   Also, Invesco a...

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidemic, That 4...

$300 million Plan sued over share classes

As long as there are 401(k) plan sponsors who don’t show concern over cost, there will always be E...

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their boss’ ta...

401(k) Averages Book Shows Fees Are Still Falling

In terms of 401(k) books, one of the best for your practice is the 401(k) Averages Book. It’s like...

Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the Supreme C...

XFL 2.0: A Chance at redemption

Very few times in history after a huge disaster, do you get a second chance at making it right. Ther...

Fidelity fends off one FundsNetwork claim

Fidelity has been under fire for its FundsNetwork 401(k) offering. The FundsNetwork is where various...

The SECURE Act, Yada, Yada, Yada

On March 10th at Walt Disney World Swan, I will be presenting “The SECURE Act: Yada, Yada, Yada.â€...

Bank of America will start to cross-sell

Cross-selling is something I have always heard talked about, but not a lot of doing. Whether it’s ...