August 2025

A federal judge has given final approval to a historic $69 million settlement in a class action lawsuit over UnitedHealth Group’s 401(k) plan. The plaintiffs alleged that UnitedHealth violated their fiduciary duties under the Employee Retirement Income Security Act (ERISA) by retaining the poorly performing Wells Fargo target date funds in the company’s 401(k) plan. 
Judge R. Tunheim of the

Mark and Susie Donovan spent decades building a thriving construction supply company—and with the business running at peak performance, they knew it was time to begin planning their next chapter. What they didn’t know was how much complexity that transition would involve.
Their questions were clear:
  • How do we reduce taxes before and after the sale of the business?
  • Will

Uncertainty is inevitable in business. Whether driven by market volatility, global crises, internal disruption, or shifting consumer behavior, uncertainty has a way of testing leadership in ways that daily operations do not. In these moments, the leaders who rise above are those who bring more than just experience; they bring a mindset built on clarity, adaptability, and purpose.Great Leaders Embrace

By Kellie Mejdrich
Law360 (August 1, 2025, 5:57 PM EST) — The Ninth and Eleventh circuits in August will hear from employers fighting trial court decisions refusing to kick proposed class actions into individual arbitration.
Here’s a look at four coming oral argument sessions in Employee Retirement Income Security Act litigation that should be on benefits lawyers’ radar.
401(k) Arbitration

Understanding ADHD and its Impact on Home Organization
Exploring the unique challenges faced by ADHD minds
Have you ever felt like your brain is running a marathon, but your body is stuck in quicksand? That’s the daily experience of someone with ADHD, myself included. ADHD minds are unique and creative, but traditional organization methods often feel like trying to fit

Mid-Funnel Mastery: How Strategic Video Creates a Ripple EffectEP314 Profit With A Plan PodcastReleased August 5, 2025
Guest: Tim Bradley, Co-Founder of Pennant VideoHost: Marcia Riner, Business Growth Strategist | Infinite Profit®

🎙️Episode Summary:In this high-impact episode of Profit With A Plan, Marcia Riner is joined by Tim Bradley—co-founder of Pennant Video and the mind behind the Video Marketing Trifecta™—to

Support the Workplace Fairness Mission
There are many meaningful ways you can support Workplace Fairness and help us promote justice and equity in the workplace. Whether you have time, a story to share, or simply want to stay informed, your involvement makes a difference. Here are a few ways to get started:

As a small business owner, you’re likely juggling marketing, operations, hiring, and yes, taxes. But come tax season, the difference between flying blind and filing confidently often comes down to understanding your business structure and the tax advantages it offers. Let’s walk through what you need to know about filing taxes based on your business type and how to proactively