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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fe...

Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discount...

The problem of being passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. On...

Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-...

Second Kindle book will be coming

In a shameless act of self promotion, I would like to announce that I’m working on a new...

Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you...

The 70s: When Style and Good Taste Died

I was born in 1972 and I remember the 1970s, sometimes I think I survived the 70s. I still...

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...