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Employees aren’t confident in their retirement savings

In a result that should surprise no one, just 43% of employees say they feel highly confi...

DOL updates cybersecurity guidance

The Department of Labor (DOL) updated current cybersecurity guidance for plans governed b...

Alera buys Advanced Capital

The Alera Group Inc., from Deerfield, Illinois, announced the purchase of Minnesota-based...

Plan Sponsors are always Reactive, not Pro-Active

When I was at that semi-prestigious law firm many moons ago, I developed this plan review...

The problem with auto escalation

I worked at a place where employees were passive-aggressive and never said anything about...

The Patronage Mill

I have lived in Oceanside since 1997 and I have lived in my home since 2005. The idea of ...

You shouldn’t waive your participant rights under an arbitration provision

I’m glad that the Sixth Circuit has joined other Federal appeals courts in stating that...

You should have the plan and valuation at your finger tips

I’m old enough to remember when they would do ads for the Yellow Pages and they told yo...

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet t...

If you’re consistently losing clients, you should look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as...