The problem of too much paper
First, there was the call for an Investment Policy Statement (IPS). Then advisors were tou...
First, there was the call for an Investment Policy Statement (IPS). Then advisors were tou...
It is a well-known fact that I don’t like Target Date Funds (TDFs). It springs from the ...
Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue ...
When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red ...
I like the idea of states enacting mandated employer State IRA programs, I just don’t li...
Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtua...
If you start a retirement plan provider practice, it can be frustrating. Like I always say...
People hate dentists. I get it, having gone years at times without getting a checkup. Sinc...
I am in the midst of a serious dispute with a third-party administrator (TPA), let us just...
If you’re a retirement plan sponsor, why should you care about plan design? Retirement p...