Monthly Archives: April 2023

19 states, led by Florida’s Republican Governor Ron DeSantis, signed an open letter declaring their opposition to the use of environmental, social, and governance factors (ESG) in government investing and outlined legislative priorities to that effect. In addition to Florida, … Continue reading →

New Vanguard data shows that 72% of plan sponsors allowed for immediate eligibility of retirement saving deferrals in 2021, which is an increase over the 58% in 2012, according to own research. Although not every Vanguard plan permits immediate eligibility … Continue reading →

One Digital announced it has acquired 401K Resources and The Clear Group 401K Resources was founded by Renee Scherzer, the President-Elect of the National Association of Plan Advisors (NAPA). The Clear Group, founded by Renee’s husband Chris, provides employee benefits … Continue reading →

If your Department of Labor (DOL) proposes a rule, as President, you’re not likely to throw them under the bus and overrule them. In a move that surprised no one, President Joe Biden used his first veto to preserve a … Continue reading →

April is near my birthday and it’s the month of my annual physical. The nurse draws blood and the lab will run through a number of diagnostics that are great arbiters to my health. While the past 11 years, 401(k) … Continue reading →

When working with other plan providers, trust is the biggest underpinning. Without it, you have nothing else. If you can’t trust the plan provider you’re working with, then why are you in business with them? Rich Laurita is someone I … Continue reading →

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