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Fiduciary Prologue to a Cross-Examination

The litmus test for suitable behaviors and the products that result is woven from fiduciar...

Make sure everyone is on board with the change

Sometimes no matter how hard you work on a plan and do such a great job, oe person working...

Many times, plan sponsors don’t get it until it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of ...

What Phyllis Borzi got wrong

It’s been about 4 months since Phyllis Borzi left her position as the head of the Employ...

The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two s...

Yes, DOL audits are more terrifying

I have to see that as after 18 years, there is very little I fear and I fear of retirement...

Guardians of the Galaxy Volume 2 shows again how spare parts can be whole

I’ve read comic books on and off since I was a kid and for the life of me, I had no idea...

401k Loans: The Worst Possible Investment

Taking a 401k loan is such a bad investment choice that it should not be allowed in any 40...