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Plans should get rid of those forfeitures

Forfeitures that occur when people terminate service from retirement plans is usually a pr...

What Gal Gadot means to me

Months ago, I noticed that there would be a new sci-fi convention on Long Island called Ac...

HUB enters the RIA space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health...

Another TPA joins Alliance Benefits Group

One of the great supermarkets in my area is ShopRite and it’s one of the unique successe...

Don’t give it away for free

Many years ago, I did income tax returns for a flat fee. It didn’t become the success th...

The Problem With Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know t...

These Hollywood sex abuse scandals shouldn’t shock you

The daily news of someone well known in entertainment or media being outed for allegedly p...

What Were They Thinking #41 Guns N’ Roses’ Chinese Democracy Isn’t A Best Buy

Guns N’ Roses was one of the most successful rock groups in the late 1980’s and early ...

How Plan Providers can deal with employees

I always say that the main reason that I don’t want to have employees is that I was an e...

DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions ...