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Trump delays the fiduciary rule, but the broker-dealers lost

President Donald Trump delayed the implementation of the Department of Labor fiduciary rul...

It’s all in the trailer

When I watch movies, one of my favorite parts is the upcoming attractions/trailers. While ...

Interview: Steve Schullo, Ph.D., 403(b) Activist and Author

Unlike my past interview subjects, Steve Schullo isn’t a retirement plan provider and on...

What Were They Thinking #4?: Islanders discover “fishsticks”

When it comes to iconic sports logos and uniforms, you think of the New York Yankees, Mont...

Some TPA Humor

I worked 9 years working as an ERISA attorney for a couple of third party administrators (...

Social media and word of mouth aren’t mutually exclusive

I’m a big fan of social media because I’ve seen the magic in works in being an essenti...

Being a Plan Sponsor is all about the Process

Imagine a diet where it doesn’t matter how much weight you lost. Imagine a golf game tha...

Favorite Super Bowl memory: Wide-Right

This will be the 51st edition of the Super Bowl and I’ve had the luxury of seeing about ...

The Partial Termination is the plan termination you don’t see

Plan terminations require a resolution to terminate and the full vesting of employer conti...

The Quick and The Dead

Like Dr. Barbay said in the Rodney Dangerfield classic, there are two types of people in b...