close

Second Kindle book will be coming

In a shameless act of self promotion, I would like to announce that I’m working on a new...

Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you...

The 70s: When Style and Good Taste Died

I was born in 1972 and I remember the 1970s, sometimes I think I survived the 70s. I still...

Unbundled Plans Gain Ground

Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contr...

It Just doesn’t look right, avoid sending gifts to plan sponsors

I’ve been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and J...

To be safe, read those trust statements

In light of some troubling news that a third party administrator (TPA) was shut down by th...

What Were They Thinking #42 Lucille Ball strikes out in her last at bat

I always say that you should quit while you’re ahead. So when I passed the California ba...

Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action la...

2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner...