close

The Problem with SEPs and Simples

On of the fallouts with the new fiduciary rule is how broker-dealers deal with SEP-IRAs an...

Top 10 401k Trends For 2017

Competition for qualified employees is becoming intense. As a result, firms that you compe...

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 ...