Creative Planning buys Lockton’s retirement business
Creative Planning has agreed to take on Lockton’s $110 billion unit in a deal that incl...
Creative Planning has agreed to take on Lockton’s $110 billion unit in a deal that incl...
If you’re a closely held business or not, changes do happen. Whether it’s leadership ...
Correcting your plan’s late deposit of salary deferrals by depositing them and making a...
I have worked with several associations in setting up a multiple employer plan (MEP) and ...
Kroger is the latest target in a class-action lawsuit. The supermarket chain has been acc...
401(k) participants can contribute up to $20,500 to their 401(k) retirement accounts in 2...
In another consolidation for the retirement plan business, Ascensus, a recordkeeping serv...
I had two friends running for political office this November and they were great guys. Th...
In communications with other plan providers, clients, and potential clients, you have to ...
I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary ...
I’ve seen plan sponsors do it, I’ve seen employees do it, and I’ve seen plan provid...
With so many fee litigation cases over the last few years, I was concerned that the Feder...
Walgreens has settled a class-action lawsuit after agreeing to pay $13.75 million into a ...
I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I wa...
Pooled Employer Plans (PEPs) are in my mind, a nice product. For most of the time, it’s...
You get what you pay for and I think a lot of sole proprietors get that with a free solo ...
On Columbus Day, I was running an errand in my Prius V, and a woman in the right lane cro...
It happened three years ago and I still can’t make sense of it. Where I come from, we c...
Hopefully, COVID will eventually disappear and we can go back to a full schedule of event...
The news comes trickling in for 401(k) plan providers and plan sponsors beating back clas...