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Lawsuits against Fidelity piling on

With Fidelity being under fire for “shelf space payments” from mutual fund companies to appear o...

Klesko the guest in Atlanta

For That 401(k) Conference in Atlanta on April 12th, Bob Horner is a late scratch as our guest. He...

The 401(k) match-student loan program is becoming a big thing, at least marketing wise

Ever since the Internal Revenue Service opined that one particular 401(k) plan could use matching co...

Principal in talks to acquire Well Fargo’s 401(k) Business

The word on the street is that Principal Financial Group Inc is in talks to acquire Wells Fargo &...

There will always be room for chocolate in this business

I had a friend of mind who was an advisor who was lamenting about the changing environment of the re...

Courts these days want to see something more

The 9th Circuit upheld the dismissal of a complaint by participants in the Walt Disney Co. 401(k) p...

National Convention in 2020?

That 401(k) Conference started in 2018 with the goal of starting regional conferences with the goal ...

The theater of the absurd

Chutzpah is nerve, shameless audacity. The best example of chutzpah is someone who kills their paren...

The problem with shelf space payments

“You like potato and I like potahto You like tomato and I like tomahto Potato, potahto, tomato, to...

DOL probing Fidelity

According to an article in the Wall Street Journal, the Department of Labor (DOL), is looking at an ...