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Pfizer wins lawsuit

The U.S. District Court for the Western District of Michigan granted Pfizer Inc.’s moti...

Get that Final 5500 done ASAP

When a plan terminates and distributes all its assets or merges all its assets into anoth...

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hirin...

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to...

Their feelings matter

Going for that annual review was like going to a dentist if I had cavities. You know it w...

Withdrawal numbers are scary

According to FinanceBuzz, 40% of Americans with retirement accounts have taken money out ...

T. Rowe launces lifetime income product

Everyone is pushing lifetime income options for retirees because the fear is that there w...

#LGM

I have been a baseball fan since I was 7 in 1979 when the next-door neighbor was heavily ...

Live up to your fee arrangement

I work (outside of plan audits) on a flat fee basis. What I say is the price is the price...

The issue with 3(16)

Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(1...