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People would want a state run plan

You work for a company, you want benefits. When I worked for others, what I wanted was a ...

Managed Accounts could use a rebrand

They have been around for a long time and while I. think they can be beneficial, managed ...

The Last Boy Scout

They often say that most people, look up to their parents as idols. Parents are there to ...

It’s all about communication

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) ...

Accept the compliment

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) ...

DOL rule gets its first lawsuit

The new fiduciary rule, which had its final rule, published, got its first lawsuit. Th...

The fiduciary rule and the rollover

I’m not a fan of abuses in the retirement plan space. I called for fee disclosures befo...

JP Morgan Chase has participant data breach

Cybersecurity on all levels is one of the biggest threats out there that everyone in the ...

That 401(k) Conference returned to Arlington

That 401(k) Conference first started in 2018 and Arlington, Texas is the first city to ha...

Networking the wrong way

When it comes to building a retirement plan practice, networking is an important componen...