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An Educational Policy Statement is just paper

Any type of item that keeps you health is a good thing as long as you use it. So the flos...

Deadpool and Wolverine is what MCU and Disney needed

Every successful movie franchise will hit a brick wall. For James Bond, it was Licence To...

That 401(k) Conference hits The Big A in 2025 This June

That 401(k) Conference will be at The Big A, Angels Stadium on Thursday, June 5, 2025. In...

Plan sponsors unaware of PEPs

While the issues concerning Pooled Employer Plans (PEPs) in pricing and audits are slowin...

The mega backdoor Roth is usually not going to work

I have received more inquiries about after-tax voluntary contributions in the past two we...

New DOL rule frozen by Texas Federal judge

U.S. District Judge Jeremy Kernodle, of the Eastern District of Texas, has frozen the new...

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...