A report by Cerulli on the future of the retirement plan business had a startling number. The report showed estimates that the 10 largest recordkeepers will represent more than 75% of record kept 401(k) assets by year-end 2019. That’s a startling number if y...
I have life insurance and it’s an important financial tool to protect your loved ones. I’ve never been a fan of maintaining a life insurance policy within a qualified plan and that bias against it is because of the compliance errors I’ve seen with these ...
National Rural Electric Cooperative Association (NRECA) is a national service organization...
One aspect of the SECURE Act that many commentators failure to note is that it’s mor exp...
The non-ERISA §403(b) space is the last bastion of high, hidden costs in retiremen...
With less than 2 months away, the agenda for That 401(k) National Conference is shaping up...
Hall of Fame reliever Rich “Goose” Gossage will be a special guest at That 401(k) Nati...
For the past 7 years, fee disclosure has certainly helped you as a plan sponsor to finally...
I was a first-year law student participating in moot court, just because all second-year s...
Every time I’ve spoken to other plan providers about sure things they are working on, al...
