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Amazon didn’t kill Toys “R” Us, Toys “R” Us did

It’s funny to hear so many people I know lament the impending death of Toys ‘R” Us, ...

Fifth Circuit decision doesn’t bury Fiduciary Rule

The Fifth Circuit Court of Appeals vacated the Labor Department’s fiduciary rule, ov...

Another Vantage Case, South Carolina style

Knight’s Companies, a septic tank, trucking and concrete block business in sued Vantage ...

Why would you be affiliated with that?

As discussed in my newest book, “The Greatest 401(k) Book Sequel Ever”, I’m still am...

Auto Enrollment is going up

When automatic enrollment was first introduced, it was introduced as a negative election a...

Vantage defaults in first case decision

It didn’t take long for the first decision in a lawsuit against vantage Benefits and its...

Don’t be cheap when it comes to your retirement plan

As I have stated so many times, I don’t want to hire employees because I was an employee...

The problem with the Oscars

Jimmy Kimmel did another great job hosting the Academy Awards, but the show was beset with...

Another Vantage lawsuit with an advisor twist

A great scene is in GoodFellas is when Jimmy chastises Henry for getting arrested because ...

Beware of those plan document restatement requests

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan docu...