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Robo-Advisors are great until they’re not

When I think of Robo-advisor, why do I think of the robot from Lost in Space? Seriously Ro...

Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that ...

Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial ad...

Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock...

If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a p...

When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a ligh...

What is a TPA? (and Why You Should Care)

This should be a Jeopardy question: Who is the person that performs the annual administrat...

My Opinion Shouldn’t Threaten You

Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a goo...

Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of ...