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Houston, we have a Conference

With a Dallas event at AT&T Stadium in Arlington for December 13th, we will be back in...

Amazon taps Fidelity for its 401(k)

Amazon is a mover and shaker in e-commerce and they have a pretty large 401(k) plan now. A...

Signs of an unhealthy plan

When it comes to your health, there are certain symptoms you should look out for that coul...

Make sure RMDs are made

In the past 35 years, it changed on who had to take out a required minimum distribution (R...

New study suggests more funds on a lineup

Studies previously showed that participation rates in a 401(k) plan are negatively impacte...

TDF Analysis Is Par For The Course

As part of an analysis, Fidelity Investments compared average asset allocations of partici...

Prudential is latest proprietary fund defendant

One of my favorite sayings is that you should never make yourself a target, but when you a...

That 401(k) Conference will be in the Twin Cities

That 401(k) Conference will emanate from the Twin Cities in 2020 as it will be held at Tar...

Associations and MEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and e...

Make sure what you sell works

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable pr...