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Hardship Provisions Will Change

As part of the budget agreemenent signed By President trump on Februray 9, some additional provisions have been added in...

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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on participant assets invest...

googletpa

Plan sponsors need to Google Their TPA’s Principals

I believe in the idea of redemption, that people who make mistakes can atone for them. Maybe that explains why Return of...

vantage

More News About Vantage

Since the FBI closed down Vantage Benefits on November 1, we haven’t heard much.   Here is an update:   MBA...

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Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-fold, being complacent in the ...

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The problem of being passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. One of the reasons that I starte...

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Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discounting the original: How to Succe...