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Don’t give it away for free

Many years ago, I did income tax returns for a flat fee. It didn’t become the success th...

The Problem With Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know t...

These Hollywood sex abuse scandals shouldn’t shock you

The daily news of someone well known in entertainment or media being outed for allegedly p...

What Were They Thinking #41 Guns N’ Roses’ Chinese Democracy Isn’t A Best Buy

Guns N’ Roses was one of the most successful rock groups in the late 1980’s and early ...

How Plan Providers can deal with employees

I always say that the main reason that I don’t want to have employees is that I was an e...

DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions ...

Communication with Plan Providers is Key

I get along with people for the most part because I make the effort. It’s also a lot eas...

Sometimes, they just want you to care

So many times a plan provider will make a mistake and there is a lack of communication wit...

I hate Roma Reigns

I’m a Mets fan and I don’t hate the Yankees. In politics, I tend not to hate politicia...

Confirm what the auditor says

If you have a retirement plan with more than 100 participants, you probably have a plan au...