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The Future in Retirement Plans

I was working for a third party administrator, some fellow employees thought I was crazy b...

IRS looking at Hardship Distributions

When it comes to hardship distributions, I actually review the reasons for it and want to ...

I Like Joe Buck, Don’t Tread on Me

Joe Buck is like the Nickelback of sports broadcasters, he gets so much hate despite being...

Thanks Jimmy for putting the fun back in Oscars

Being the host of the Academy Awards is kind of a thankless job if you’re name isn’t B...

Revenue sharing is legal, so what?

An excessive fee lawsuit against Oracle Corporation will go on as the plaintiffs overcame ...

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and th...

401(k) Operating Model

The following is a summary of important facts and observations we have accumulated from ou...

Interview: Ronald K. Stair, Creative Plan Designs, Ltd.

Ron Stair is the funniest and most outspoken actuary I ever met and he’s really good at ...