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What Were They Thinking #7? The Sting II

The idea behind a movie sequel is that it’s supposed to continue the story or expand an ...

THE MEANING OF “REASONABLE”

The Term “Reasonable” appears in several places in the world of 401(k) plans.  Howeve...

Read the plan document

Being an ERISA attorney for a couple of third party administration (TPA) firms when I firs...

Pop Figures are quite the pop

You might not have noticed, but these Pop vinyl figures are everywhere. These small figure...

Interview: Roger Wohlner, The Chicago Financial Planner

Q: How did you start in the retirement plan business?   A: Early on I met a local TPA...

Ask the TPA about their administrators’ training

If I want to get a new doctor or an attorney, I certainly want to know their background. S...

What Were They Thinking #6? Colgate Kitchen Entrees

Brand extension is a marketing strategy in which a firm marketing a product with a well-de...

Congress trying to halt State Run IRAs, what about MEPs?

Two Congressmen introduced separate resolutions, one to block a rule governing automatic-e...

DOL asks for fiduciary rule delay, but isn’t it too late?

While the Department of Labor (DOL) is asking for a 180 day delay to the implementation of...