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Unbundled Plans Gain Ground

Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contribution (D...

2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k...

Tax Reform will affect 401(k) deferrals

While the tax reform talks didn’t do much to negatively impact 401(k) plans. Mark my words: the el...

HUB enters the RIA space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health care indu...

Another TPA joins Alliance Benefits Group

One of the great supermarkets in my area is ShopRite and it’s one of the unique successes in the s...

DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions of the new...

It Won’t Matter Until It Becomes Law

I spoke to a fellow ERISA attorney who was talking about the proposed changes going back and forth r...

Nordstrom is the latest large employer sued over their 401(k) plan

The department store business model is selling items at high prices with the heavy end of season dis...

Stealing plan assets is easier than you think

A third party administrator (TPA) and/or plan fiduciary stealing plans assets is easier than you thi...

No Deferral Cap, But Let’s Not Celebrate

The Republicans in the House of Representatives unveiled their tax reform plan and there includes no...