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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...

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...