close

They’re not your Clients if they don’t pay you

A few years back, I had this great third party administration (TPA) client. They were my f...

The Luck of the Draw

As an ERISA attorney for 18 years, I have seen a lot of strange things that plan sponsor h...

Interview: Dan Venturi, 401(k) Reboot

The retirement plan industry has been undergoing a tremendous amount of change over the pa...

Robo-Advisors, Technology, and Older Participants

In that forgettable yet memorable year as a synagogue Vice President, I had to deal with a...

Oregon taps Ascensus for its 401(k) MEP

The Oregon Retirement Savings Plan, which is a state run 401(k) multiple employer plan wit...

You Won’t See This Again #4: A New Network Daytime Soap Opera

In 1970, there were 19 network daytime soap operas on the air. In 2016, they are only 4 le...

Blame it on Diet Coke

I’ve been a diet cola drinker for the past 35+ years (yes I know it’s bad) sin...

Bundled providers going unbundled makes sense

Someone I know in the industry advised me again how a low cost index fund company was all ...

Some people can’t deal with complaints, but….

The one thing I always say about third party administrators (TPAs) is that they get none o...

The Curse of Buckner’s Ball

People from Boston have claimed to me that the whole Curse of the Bambino was the inventio...