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IRS proposes changes to life expectancy tables

People complain a lot about life these days, but one fun fact is that people are living longer than ...

That 401(k) Conference hits New Jersey

That 401(k) Conference has a great event at MetLife Stadium on Friday, November 8th. 30 plus advisor...

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to steal money ...

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to be posted ...

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several victories b...

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the stock marke...

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k) Conferen...

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. They will te...