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Plan Fees Have Been Getting Lower

NEPC, LLC published the results of its 11th Annual NEPC Defined Contribution Plan and Fee ...

The TPA Asset Based Fee is a dinosaur

I have a good friend of mine that I’ve known for the last 18 years and he’s on...

Avoid the leadership vacuum

For any presidential campaign, there usually is an ad about which candidate would you trus...

The Unintended Consequences of the Fiduciary Rule #4: Grandma won’t have a broker

Aside from my wife and children, my favorite person of all time was my maternal grandmothe...

We have an education cost crisis

When people talk about the next financial bubble, everyone points out to a brewing student...

The Burdens of Time and Its Impact On Your Retirement Plan

Everyone has an inherent fear of something, something that makes them shudder every time t...

Death Doesn’t Make Them Great

I’ll probably sound like a jerk for saying this, but the Larry David inside of me wa...

The Fiduciary Rule isn’t the 11th Plague, you can predict that

I’ve heard so many negative things about the impact that the fiduciary rule will have on...

It’s time to look at your books of business

Broker-dealers are certainly in a bind to comply with the new Fiduciary Rule and one aspec...