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Third Book will be Full Circle

I have written two books that many of you haven’t heard about: How to Succeed in the 401(k) Pl...

Empower to offer 401(k) private equity investments to participants

Empower recently made headlines by announcing a bold new initiative: giving defined contribution (D...

New Book: The Circle Complete June 9th

When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a truth. ...

Northrop Grumman is target for another Schlicter case

If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry Schlichter...

That 401(k) Conference returned to KC

For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, 2025, we r...

DOL offers temporary policy on transfers of small amounts to state unclaimed funds

The Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, which amounts to a...

Down goes Pentegra in a jury trial verdict

If you’re a 401(k) plan provider and think you can get away with charging sky-high fees while...

I’m an ERISA attorney, curb those inappropriate LinkedIn sales pitches

Look, I get it. There are a lot of lawyers out there. Ambulance chasers, courtroom showmen, legal e...

Surprise. Nasdaq 100 survey shows demand for Nasdaq 100 fund

Nothing surprises me much anymore, neither should the results of the survey that a Nasdaq 100 surve...

T. Rowe launches Pension Linked Emergency Savings Account

T. Rowe Price announced today the launch of in-plan emergency savings accounts (ESAs) for participa...