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Education is an important part of the fiduciary process

Advisors ask me all the time of the role of education in participant directed 401(k) plans...

Get those trading cards graded

I just started my first job and wanted to sell off my baseball card collection to fund my ...

Interview: Jeff Atwell, Meeder Investment Management

Q: How did you start in the retirement plan business? A: A client had an income tax proble...

That award for that Plan Provider might have been bought

When you’re being approached by a plan provider who wants you to be their client, there ...

As a plan provider, make sure there are security processes in place

As a retirement plan provider, you have something to do with the retirement plan assets an...

No more buying Blu-Rays and DVDs

I love movies and I’ve always had a vast movie collection. First it was VHS, then it was...

It’s not a delay, but it will be one

Yes, I get it. President Donald Trump issued a presidential memorandum instructing the Dep...

RIAs win one with Fiduciary Rule Delay

When it comes to standards, I know Kosher is Kosher. However, when it comes to meat, obser...

How To Avoid A DoL 401k Audit

There are many reasons for plan sponsors to do everything possible to avoid a Department o...

Your 401k Plan’s Emotional Bank Account

Stephen Covey was an American author, educator, businessman and public speaker who passed ...