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The pet peeve

Like I say, the older I get, the more and more I’m like Larry David. The biggest pet...

The truth about index funds and fee disclosure

I’ve always been a big fan of index funds, probably more so when exchange-traded funds ...

DOL creates online filing system for abandoned plans

The Department of Labor (DOL) has created an online system for qualified plan termination...

Plan Sponsors Should Get Their Own Football

When I was in college in the early 1990s, I was heavily involved in student politics. I w...

July buys Sunwest Pensions

July Business Services, LLC purchased Sunwest Pensions, a retirement plan recordkeeper an...

Mutual fund fees have been slashed

In the old days, no one factored mutual fund fees when it came to 401(k) fees. Thankfully...

Choose quality over popularity

I’m not very popular, never have been, and never will be. It’s probably my personalit...

You need a change of culture to change

Long-term businesses in the retirement plan business don’t die overnight. It takes a ve...

Don’t get political

As long as I remember, any political discussion gets a little heated. Thanks to social me...

K.I.S.S.: Keep it simple stupid

As they once said in This is Spinal Tap, there is a fine line between stupid and clever. ...