Monthly Archives: September 2026

A lot can happen to a business in 10 years. The company can grow from 20 employees to 200. Ownership can change. Highly compensated employees can come and go. The workforce can become younger or older. Compensation structures change. Yet … Continue reading →

A 401(k) investment menu isn’t a museum exhibit. Investments aren’t supposed to be placed on display and left untouched for decades. Yet that is exactly what some plan sponsors do. At my old fakakta law firm, we had investments on … Continue reading →

One of the things that has always amazed me about the retirement plan business is how we can manage billions of dollars electronically, yet moving a participant’s 401(k) account from one retirement plan to another can sometimes feel like we’re … Continue reading →