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Another Proprietary Fund Lawsuit: What does independent even mean?
Lowe's famous tagline is "Do it right for less". In the case of their 401K plan, a judge found Aon didn’t violate ERISA when encouraging...
mark61504
Mar 9, 20221 min read
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2022 Retirement Plan Limits
Balancing a plan with changing demographics can be a challenge. Employee turnover in a small retirement plan can make or break your plan...
mark61504
Nov 5, 20211 min read
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Missing Participant Guidance
The Department of Labor has issued guidance to help retirement plan fiduciaries when trying to locate and distribute retirement benefits...
mark61504
Sep 29, 20212 min read
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Is Data Valuable and How Should Committees Document Their Review?
YES, data is very valuable. Some recent court cases against institutions of higher learning's 403b plans and against Shell Oil Company...
mark61504
Jun 30, 20211 min read
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