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Nevin E. Adams

By Nevin E. Adams | 1/25/2023
OneAmerica will become the first retirement plan provider to offer PensionPlus – a personalized retirement withdrawal strategy developed with co-founder Shlomo Benartzi. According to a press release, PensionPlus provides participants with a monthly retirement paycheck tailored to the individual,... READ MORE
By Nevin E. Adams | 2/3/2022
Noting that “pouring the same old wine into a new bottle does not change the result,” a new lawsuit seeks to vacate the Labor Department’s fiduciary rule as expressed in PTE 2020-02. The suit—filed by the Federation of Americans for Consumer Choice Inc., joined by several advisors and advisory... READ MORE
By Nevin E. Adams | 2/1/2022
Looks like those hoping for some clarity on a threshold issue involving ERISA fee litigation will have to wait for another day. I’m referring, of course, to last week’s ruling by the Supreme Court on the case of Hughes v. Northwestern University et al.—a case that the law firm of Schlichter Bogard... READ MORE
By Nevin E. Adams | 1/31/2022
Well, it was another exciting weekend of football—and now we know the teams that will compete in Super Bowl LVI. So, who will you be rooting for? Fans of the Chiefs and 49ers are surely disappointed (and let’s not forget those of the Titans, Buccaneers, Packers, Bills, Steelers, Cardinals, Cowboys... READ MORE
By Nevin E. Adams | 1/31/2022
The ink was barely dry on the Supreme Court’s recent ruling in an excessive fee case—and a federal judge who “…been awaiting the Supreme Court’s decision in Hughes v. Northwestern University,” has applied its ruling in refusing to dismiss another, similar suit. The participant-plaintiffs[i] here (... READ MORE
By Nevin E. Adams | 1/28/2022
Well, here we are again—and yes, you (apparently still) can’t “shelter” stupid… just look at what has happened to these guys and gals…  First, some “Odds & Ends” In Gold Coast, Queensland, Australia, an unnamed couple were putting their 3-year-old down for a nap… but then…  In Broward County... READ MORE
By Nevin E. Adams | 1/28/2022
How’re you doing? And how’s your team? Your clients? There’s a lot of emphasis these days on wellness, and certainly in our business, financial wellness—this week we asked readers about mental health and its implications. In fact, one of the compelling workshops at the upcoming 2022 NAPA 401(k)... READ MORE
By Nevin E. Adams | 1/25/2022
To perhaps state the obvious, all third-party administrators (TPAs) are not alike. Those differences can make or break a good working relationship—with you, and your plan sponsor clients. Here are some “check” points: Where they are. Let’s face it, if COVID and its associated lockdowns have... READ MORE
By Nevin E. Adams | 1/25/2022
In a ruling likely to make it harder—perhaps much harder—to dismiss excessive fee lawsuits, the U.S. Supreme Court has remanded for further consideration a lower court decision that had favored the fiduciary defendants. In a unanimous decision[i] (Hughes v. Northwestern University et al., case... READ MORE
By Nevin E. Adams | 1/24/2022
How’re you doing? And how’s your team? Your clients? There’s a lot of emphasis these days on wellness, and certainly in our business, financial wellness—but how does mental wellness factor in? One of the compelling workshops at the 2022 NAPA 401(k) Summit features Melissa Doman, MA –... READ MORE

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