close

The Beauty of ERISA 3(38) ERISA Fiduciaries

One of the most positive developments in the retirement plan business is the ERISA 3(38) f...

ILJ-Gate: 20 years later

When you look at your life, you sometimes reflect on a defining moment that shaped it. Iâ€...

Interview: Chad Azara, Professional Capital Services

Chad Azara is one of the stars of the retirement plan business and is one of the great res...

My problem with watching college sports

I’ve never been a big fan of college sports and probably never will. It’s probably bec...

MEPs will be a big thing in 2017

While I wish I could predict next week’s Powerball numbers, I do have a pretty good sens...

Yes, a Fiduciary was held personally liable

In my practice, I always talk about how plan fiduciaries can be held personally liable for...

The Next Big Thing After The Fiduciary Rule? I have some guesses

With the fiduciary rule coming down the pike in April, people ask me what the next big thi...

DOL Fiduciary Rule Future – The Ultimate Drama

My wife graduated with an English major. Mine was in Finance. She wanted to find a partner...

Recommendations have to be organic, not forced

Someone on Facebook asked on one of the community groups about a local business and while ...