Two headlines on NAPA Net caught my eye this past weekend—provocative “what if” type questions. I’m talking about “Will Retirement Income Solutions Finally Break Through in 2024?” and “Will Managed Accounts (Finally) Take Hold as QDIAs?” Both, of course, included the word “finally” in the title(s... READ MORE

A federal judge has reviewed—and approved—an excessive fee settlement agreement, albeit with some modifications. The participant-plaintiffs in this case are Salvador Aquino, Susan Ford, Monicalayle Garcia, Barbara Kraus, Martha Lopez, Francisco Martinez, Megan Sargent[i]—bringing suit on behalf of... READ MORE

There is a “common wisdom” in our business that suggests that all plan sponsors are, more or less, alike; that large plans are the inevitable early adopters of trends that, sooner or later, trickle down to plans of all sizes. Consequently, those who make their living trying to discern trends and... READ MORE

Well, here we are again at the end of yet another workweek …and another year—and yet, there’s (still) no shortage of…well, just look at what happened to these guys and gals… In Boston, Massachusetts, things got a little too real in a live nativity scene here…with certain parties taking it on the “... READ MORE

A brand new year awaits us – and with the New Year comes an opportunity to assess and reassess – for some when, resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are some for plan fiduciaries for 2024 – that could benefit plan outcomes for years to... READ MORE

“You better watch out, you better not cry, you better not pout…” Those are, of course, the opening lyrics to that holiday classic, “Santa Claus is Coming to Town.” And while the tune is jaunty enough, the message—that there’s some kind of elfin “eye in the sky” keeping tabs on us—has always struck... READ MORE

Fiduciary defendants have moved to dismiss (with prejudice) a 401(k) suit that alleged a fiduciary breach in the use of forfeitures to offset company contributions saying, among other things, that the participant-plaintiff suffered no injury—and thus, had no standing to sue. At a high level, the... READ MORE

Well, here we are again at the end of yet another workweek …and yet, there’s (still) no shortage of…well, just look at what happened to these guys and gals… In Rose Hill, Kansas, we bring to you…the Griswold House. And yes, we have pictures (100,000 lights)…  Your visual guide to wrapping oddly... READ MORE

My wife and I are in the process of moving to a new home—and it occurs to me that the process of changing homes is a lot like changing recordkeepers. Here’s how. Know What You’re Looking For We’ve made about a half dozen moves during our 37-year marriage—all driven by work, anchored by commuting... READ MORE