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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...

Netflix’s biggest competitor is right around the corner

I’ve been a fan of Netflix since 2000 when I noticed this little postcard that was in th...

Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to br...

Tax Reform will affect 401(k) deferrals

While the tax reform talks didn’t do much to negatively impact 401(k) plans. Mark my wor...