Nevin Adams JD

TSCL Says Social Security COLA Could Trigger (More) Taxes for Seniors

By Nevin Adams JD | 1/19/2024

December’s Social Security COLA didn’t keep pace with inflation, but a new report says that Social Security beneficiaries could be riding an inflation rollercoaster this year, courtesy of 2023’s 8.7% COLA - alongside static income thresholds for taxation of benefits. December inflation for the CPI... READ MORE

Kellogg’s Excessive Fee Case Crumbles

By Nevin Adams JD | 5/1/2023

Snap, Crackle—and now, Pop! Another multi-billion 401(k) plan has won its case against allegations of excessive fees. The victor this time—winning dismissal of a proposed class action with prejudice[i]—was Kellogg’s, and the fiduciaries of its $1.9 billion 401(k) plan. The suit had been filed... READ MORE

Expert Excoriated in Excessive Fee Dismissal

By Nevin Adams JD | 4/30/2023

A federal judge has tossed an excessive fee suit, failing to find much relevance in the plaintiffs’ expert’s perspectives. This case involved some familiar parties but with some unusual characteristics. The target of this particular suit – filed in the fall of 2020 – was TriNet, a “provider... READ MORE

TGIF…No, Really.

By Nevin Adams JD | 4/28/2023

Well, here we are again at the end of yet another workweek –and yet, just look at what happened to these guys and gals… First, some odds and ends… In Flint Township, Michigan, an unnamed pilot of a small plane lost power, and had to make a forced landing… in a most unusual place…and yes, we... READ MORE

Despite Second Shot, Plaintiffs (Still) Strike Out in BlackRock TDF Suit

By Nevin Adams JD | 4/27/2023

Given another shot at making their case, the participant-plaintiffs in another of the suits targeting retirement plan holders of the BlackRock Lifepath target-date funds have struck out. As a reminder, this is one of the dozen or so suits filed in federal courts around the nation, all basically... READ MORE

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Nevin Adams JD

NAPA's 401(k) Rollover Specialist (k)RS Credential

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