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The retirement plan provider Order 66

In Star Wars lore, Order 66 was a secret order by Chancellor/Emperor Palpatine for the clone troopers to kill the Jedi as traitors to the Republic. In the retirement plan space, I jokingly claim that this will be the Order when larger plan providers who have ...

State programs are the places to get clients

A lot of people with a Libertarian streak hate state-mandated IRA programs. Even with my distaste for the government and their idea of funding Social Security with just a lick and a promise (obligatory Aerosmith reference), I like mandated state IRA programs....

Best to make decisions through consensus

If you partner with other providers, I think it’s best when decisions are made through ...

The check is in the mail should be in the mail

Paying bills to other plan providers is hard when money is hard to come by. Sometimes it ...

Retirement Plan Roundtable returns June 15th at 4pm EST

Please join us for another edition of the Retirement Plan Roundtable for Thursday, June 1...

Auto Escalation doesn’t negatively impact participation

A new study suggests that plan sponsors can increase the rate of automatic enrollment in ...

Pick an expert who knows what they’re talking about

In Huang v. TriNet HR III, Inc., the District Court for the Middle Distric...

One bid isn’t enough

As the time owning my house is coming to an end, my wife and I are embarking on one last ...

Vestwell partners to help advisors

Vestwell announced new industry partnerships and integrations to help...

Pew study shows retirement gap

Some disturbing projections came out of a Pew study on retirement plan savings. The ne...