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The legend of Helmut Norpoth

When it does to my 22 years of education, my favorite time was the 4 years I got a degree ...

The problem with offering stock in 401(k) plans

Wells Fargo was fined $185 million for creating fake bank accounts for customers to meet q...

What the Campaign Can Tell You About Marketing Your Practice

Before we start this out of the gate: this isn’t about the actual positions of the c...

President Trump and The Fiduciary Rule

While everyone is trying to get used to the term President-Elect Donald J. Trump, anyone r...

States’ Plans doesn’t mean they’re coming for yours

Thanks to Department of Labor guidance that allows states to get in the retirement plan bu...

You don’t have to join the race to zero

When I started in the retirement plan business, the third party administrator (TPA) relate...

The 401(k) Guy’s random riffs on sports

The idea behind The 401(k) Guy is based on Bill Simmons, who was The Sports Guy at ESPN an...

Brokers need to educate themselves for the New Day in April

All the broker dealers are spending millions in legal fees to comply with the new Fiduciar...

The IPS could be an actual problem

The investment policy statement (IPS) is one of the most important documents that a partic...

The perils of too much choice in participant directed plans

One of the claims in those class action 403(b) lawsuits against universities is a claim th...