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State run MEPs: Why So Serious?

The Department of Labor (DOL) allowing individual states to run IRA programs and eventuall...

Need a new plan? You know where I’ll be on December 31st

I hate doing things at the last minute. I took and passed three different state bar exams ...

Advisers trim down list of recommended providers

According to the latest Cogent Reports study from Market Strategies International, financi...

Communicating with Millennials on 401(k) Plans

Schwab conducted a survey where 61 percent of millennial women and 44 percent of millennia...

Good Marketing Can’t Mask Poor Customer Service

I’ve always been vocal about the need for a service provider to have good marketing ...

Don’t be passive-aggressive with employees

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

The problem with late deferrals

While working as an ERISA attorney with a national practice (cough, cough), it’s cle...

Small Plans Love Safe Harbor 401(k)

An Employee Fiduciary study of 2,767 small business 401(k) plans for which the firm provid...

Survivor: Millennials vs. Gen X was a great show

Survivor: Millennials vs. Gen X is history and when looking back on 33 seasons, it’s cer...

Rogue One Proves One Thing: The original Prequels weren’t very good

I used to say that the reason why the prequel Star Wars film weren’t as good as the firs...