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ConAgra lawsuit shows problems with being a fiduciary

A former participant of ConAgra’s 401(k) plan filed a lawsuit against the company, alleg...

Fidelity lawsuit and the ERISA litigators will always be watching

Fidelity is being sued again, this time regarding payments made by mutual funds to the Fid...

That 401(k) Conference hit LA

On February 22nd, Dodger Stadium was the venue for the 4th edition of That 401(k) Conferen...

More issues with hardship distributions

Now that hardship rules are changing in 2019 with the elimination of the six-month deferra...

Trust in this business does take time

Suppose someone you never met before comes up to you and asks whether they can stay at you...

The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint ...

What Were They Thinking #60 Gerber Singles: Baby Food for Adults

When you have two toddlers that are born within 15 months as I did, you spend a lot of tim...

BARGAIN BASEMENT TPAS

This may seem like an odd topic for me to discuss considering I work for a TPA firm, but a...

Get that bond

It’s an easy requirement that many plan sponsors think they’ve accomplished, but they ...

The Belichick story

I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New ...