The IRS Just Updated 402(f) Notices — And If Yours Are Outdated, That’s On You
In the world of retirement plans, it’s easy to overlook the fine print — until someon...

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In the world of retirement plans, it’s easy to overlook the fine print — until someon...
In the world of retirement plans, it’s easy to overlook the fine print — until someon...
Fee compression isn’t coming. It’s here. Every provider I speak to says the same t...
Plan sponsors are busy people. Running a business involves managing employees, customers,...
We’ve all seen it. The branded tablecloth. The stress balls. The bowl of candy. The hop...
I can’t tell you how many times I hear this from plan sponsors: “The plan is fine. No...
Recurring 410(b) failures are rarely random. When a plan consistently struggles with c...
Too many plan providers approach the retirement plan business like traditional salespeopl...
Nobody brags about changing the oil in their car. It’s not exciting. It doesn’t gener...
I like bagels as much as the next person. But breakfast meetings do not equal fiduciary p...
Many employers view their 401(k) plan primarily as a tax deduction. The company makes con...
I’ve been a fan of Survivor since day one. When the first season aired more than 25 yea...
One of the biggest misconceptions plan sponsors have is that their 401(k) plan runs itsel...
The Department of Labor has proposed new regulations updating ERISA electronic disclosure...
During the State of the Union address, President Trump floated a proposal to expand retir...
The headline sounds reassuring: many employers now offer a penalty-free emergency withdra...
The recent settlement involving Providence Health & Services is one of those cases th...
Retirement plan design didn’t emerge fully formed with the first 401(k). Like most thin...
I’ve sat through more retirement plan meetings than I can count, and if there’s one r...
Benchmarking is often treated as a formality, something sponsors do to check a box. That ...
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