Monthly Archives: January 2019

Edward Jones Forks over $3 million in 401(k) lawsuit

Edward Jones is going to pay $3.2 million to settle a lawsuit alleging they were using investments in the 401(k) plan to enrich themselves. The lawsuit alleged that Edward Jones loaded its 401(k)plan with certain investment options in order to further … Continue reading

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Advisors Advantage

My latest newsletter for retirement plan professionals can be found here.

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Challenges In 2019 For 401(k) Plan Providers

My latest article on JDSupra.com can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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