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Fidelity sued again over their 401(k) plan

  I have always been concerned about the use of proprietary funds, especially belong ...

The Problem of the inefficient plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliance...

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably c...

What Were They Thinking #55 Grease 2 is not the one that you want

Mama Mia! Here We Go Again was going to be a surefire hit when it was announced. While a m...

Is University 403(b) plans the Dien Ben Phu of ERISA litigation?

Casino is an underrated movie and it had a great line on the poster that said: “no one s...

VCP Program to go paperless

I hate paper, I really do especially when I can do thing paperless by going online.  ...

What Were They Thinking #54 WWE honors a murderer

For a very long time, the WWE (World Wrestling Entertainment) had to deal with the death o...

Howard Stern isn’t really great at interviewing

I have been a fan of Howard Stern for over 35 years, going back to the days of afternoon d...

Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan need...

That 401(k) Podcast is available

Around 3 episodes of That 401(k) Podcast is available for free on Podbean (https://that401...