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Yeah, Bitcoin in 401(k) plans is a bad idea

Over the 30 years of investing, I have seen nothing like my investment in bitcoin and othe...

DOL recovered a bunch

The Department of Labor (DOL) released its 2020 enforcement fact sheet, showing the work t...

Survey shows ESG still hasn’t caught on

Despite the concerns that the Trump administration implemented Department of Labor (DOL) r...

The PPP Registration finalized

Even though Pooled Employer Plans were made effective on January 1, 2021, the Department o...

Best defense is good procedures and following them

Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the...

You need to read the plan document

I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide...

Advisors need to offer education, it’s that simple

Advisors ask me all the time about the role of education in participant-directed 401(k) pl...

Well, I have an in with this association

If I got $5 for every time an advisor or other plan provider told me they had an in with a...

Sports card market is in a bubble that will explode

The COVID pandemic and sports documentaries like ESPN’s The Last Dance has created a fer...

We have a job to do

Only 20% of people aged 20 to 29 in the world believe they’ll achieve their full retirem...