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Watch that you don’t get overpaid

I don’t believe in coincidence and when something happens twice, it’s a cause for conc...

Ow You don’t know everything

I am proud to say that I learn something new every day, whether it’s retirement plan rel...

The worthless J.D. Power surveys

I’m going to say something and that means J.D. Power will never sponsor one of my events...

MFS is latest proprietary fund settlement

Massachusetts Financial Services Co. (MFS) has reached a settlement of nearly $7 million i...

The message has to resonate

For some reason, my unincorporated village doesn’t have a mayor or village board of trus...

Think of something new

When I was a synagogue vice president, I came up with new ideas for events because the old...

If you build it, they may not come

I think the one place where the retirement plan industry has failed is in communication to...

Saying it ain’t broken, don’t fix it is a cop-out

I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ...

The lesson from Steiner Sports

If you look at my office or my den, you’d think I ransacked Steiner Sports since I colle...

That 401(k) Conference hits Denver

The ninth edition of That 401(k) Conference was held at Coors Field on Friday, June 14th. ...