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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...

The De-Conversion Process is an eye opener

More than 20 years ago, I was the Executive Editor of my law school’s news magazine. In ...

DOL on verge of issuing MEP guidance

Six years since the Department of Labor (DOL) advisory opinion that required commonality b...

That 401(k) Podcast Now Streaming

View Podcast Page That 401(k) Podcast Now Streaming from this site and ITunes. If anyone i...

The Problem with 3(16)

Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16...

Details those hardship requests

When I draw up a new 401(k) plan for a client, I tend to be liberal in distribution provis...