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Beware of that bribe

I have been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and J...

Fiduciary liability insurance is worth it

The warranty in the electronics business is gravy for the retailers who sell it. You’ll ...

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan s...

Advisors need to “get” plan design

In sports and in business, you’re only as good as the team that you are on. I have been ...

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan ...

Pay on that bonus

Bonuses are something I don’t know much about since the only bonus I got was $300 three ...

Hire an advisor when you get an employee

I’m still amazed when I find participant-directed 401(k) plans without a financial advis...

Introducing That 401(k) University

You don’t have time, I get it.   So I will be developing a YouTube series of 8–10...

Dropping the plan document ball

One of the problems with being a plan sponsor is trying to make sure that when it comes to...

Yesterday’s funds in today’s lineups

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the...