close

Well, it’s not really profitable

14 years ago, I had enough. I was tired of working for other people because I wanted to b...

CNN has a biased list

CNN.com had an article on the best 401(k) plan providers which I found on a Google search...

The Retirement Plan Dentist

About 25 years ago, there was a medical report that dental plaque could cause heart disea...

The overvaluing of experience

I always say that picking a plan provider just on price is a bad idea and I will say that...

Definiti launches advisor program

Third-Party Administrator (TPA) Definiti LLC announced a program for financial advisers w...

Survey shows participants fear running out of money more than death

Nearly two in three Americans say they worry more about running out of money than death a...

Lincoln offers PEPs

Lincoln Financial Group is launching its FlexPEP(k) and FlexPEP(b), a pooled employer pla...

They need you, be there

I have an old saying: “I needed you, you weren’t there, and I no longer need you.” ...

Don’t like ESG, don’t offer it

I hate to get political, but when people complain about something “woke,” they really...

Not filing a Form 5500 is the greatest catastrophe

I have about a half dozen corporations where I need to file a corporate tax return by Mar...