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Great selling, but be right

There are a lot of people in the retirement plan business that are great at selling. I al...

With some penalties, there is nothing I can do

Memorial Sloan Kettering is probably one of the top 5 cancer hospitals in the United Stat...

Shut up and say Thank You

My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a g...

Change is inevitable

The local baseball card show promoter sold its two biggest shows to a memorabilia dealer ...

That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a sports jersey to meetings, I would....

LTPT and Automatic Enrollment will cause a lot of errors

I am all for an increase in retirement plan coverage. The problem is the errors that go w...

I don’t see Roth Employer Contributions as being a big thing

One of the option of SECURE 2.0 is allowing employers to offer partricipants the right to...

Sageview buys OnTrack 401(k)

SageView Advisory Group has announced its acquisition of OnTrack 401(k), based in Frederi...

We may hear of VFCP changes soon

The Department of Labor (DOL) might be releasing changes to its Voluntary Fiduciary Corre...

GAO doesn’t show much about Crypto in 401(k)

The Government Accountability Office (GAO) unleashed a report about crypto assets in 401(...