One of my favorite Yiddish words is “schnorrer.” While it means beggar or sponger, it essentially refers to a cheapskate who tries to get something for nothing. There is nothing wrong with potential clients negotiating fees to get a bargain. I oft...
I believe that plan providers who promised they will make me wealthy have consistently failed in that promise. While it’s perfectly fine to dream of retirement plan profits, it’s important not to let those dreams turn into mere fantasies. The key differen...
A plan provider once asked me if I had written a comprehensive article on why trustee-dir...
When I was 13 and had my Bar Mitzvah, I spent around $2,000 (in 1985 money) on a state-of...
At work and at home, one of the worst things I ever did was make a mistake and not accept...
Retirement plan provider 401GO is partnering with isolved, a human capital management (HC...
Betterment Advisor Solutions (BAS), announced the launch of an all-digital solo 401(k), d...
Correcting your late deferrals by depositing them and making a contribution to compensate...
I have worked at places that were so unpleasant that I consider myself lucky the vesting ...
Sponsors of 401(k) plans are increasingly recognizing the need to provide personalized in...
