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New Jersey creates Required State Run Auto-IRA Plan

As Congress and the Department of Labor (DOL) still keep the status of open multiple employer plans ...

Less than a year to mandatory 403(b) Restatement

With May here, plan sponsors and plan provider may not be aware of an Internal Revenue Service (IRS)...

Vanderbilt forks over $14 million in 403(b) settlement

The plethora of class action lawsuits against colleges and universities over their 403(b) plans have...

The Bonus Headache

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the ho...

Focus that a 401(k) is a benefit

I think the one thing that 401(k) plan sponsors really forget is that the plan is an employee benefi...

Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a...

No big shock: happy clients don’t leave

Maybe it’s a simplistic approach when it comes to certain things, but I see things the way they ar...

TD Ameritrade to sell retirement plan assets to Broadridge

There is further consolidation in the retirement plan business as TD Ameritrade is selling its retir...

IRS changes EPCRS program, expands self-correction program

After annoying many plan sponsors and plan providers by increasing user fees for their voluntary com...

Introducing Thrive

Thanks to guidance on a particular 401(k) plan to allow matching contributions in a 401(k) plans to ...