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That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, September 20, 2019.   As always, it is the 401(k) advisor event like no other. For $100, a 401(k) advisor can get 4 hours of content, lunch, a stadium tour, and a meet and ...

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The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) and other changes to 401(k) plans. Quite honestly, I’m not one to pay attention to any legislation unless it actually becomes law. My practice is retirement p...

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Ri...

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the countr...

Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is th...

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it bette...

As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, ...

One of the biggest problems is unmet expectations

I have a lot of opinions and I’m not afraid to express them. One of the things that get ...

The problem with WrestleMania

WrestleMania 35 will be next weekend at Met Life Stadium in East Rutherford, New Jersey. S...

Lawsuits against Fidelity piling on

With Fidelity being under fire for “shelf space payments” from mutual fund companies t...