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Bringing the Fun To 401(k) Advisor Conferences

Thursday, March 7, 2019, 9:00 am – 2:00 pm

Tropicana Field, St. Petersburg, FL

Learn More!!!

stpeteconf
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The problem with committees

Many articles talking about good retirement plan practices will talk about the need for employers to set up retirement p...

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The Death of Sears and what it means to you

Sears isn’t dead yet, but it’s a matter of time. It was amusing when the leadership at Sears suggested that its pens...

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Compensation is such a huge issue in 401(k) plans

When I look at plan errors, one major area of a plan keeps coming up: compensation issues. Compensation issues deal with...

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Fidelity sued again over their 401(k) plan

  I have always been concerned about the use of proprietary funds, especially belong to mutual fund companies and t...

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The Coalition of the Willing

I always say that if you want to clean out friends and family from your life, you need to throw a wedding or Bar Mitzvah...