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Can we do better with automatic rollover IRAs? Yes.

I call myself the “most dangerous ERISA attorney in America” because I’m not afraid ...

The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there ...

You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) she...

The uncashed check fiasco

In the retirement plan industry, we have rules and we have guidelines on what to follow. H...

IRS thinks about getting rid of the MEP bad apple rule

One of the biggest strikes against multiple employer plans (MEPs) may go the way of bellbo...

The fee compression issues isn’t all that bad

In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printe...

The big problem with an ancillary line of business

As a plan provider, it makes sense to create an ancillary line of business if it’s a nat...

The problem with policies

Most 401(k) plans have an investment policy statement to serve as a blueprint on how and w...

Don’t gamble for a DOL audit

The last two times I was in Las Vegas, I didn’t gamble a penny. I didn’t gamble becaus...

Competition is good for wrestling

The worst thing that ever happened to World Wrestling Entertainment (WWE) was when they bo...