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I recommend PEP-HUB

There are a lot of great 401(k) services out there that I haven’t used, so touting them...

My biggest pet peeve in business

For 14 years now, I have had an ERISA practice of my own and my favorite part of the job ...

Make sure providers let you know about a data breach

I had a running joke about places I’d work where I felt the only way they’d tell you ...

People would want a state run plan

You work for a company, you want benefits. When I worked for others, what I wanted was a ...

Managed Accounts could use a rebrand

They have been around for a long time and while I. think they can be beneficial, managed ...

The Last Boy Scout

They often say that most people, look up to their parents as idols. Parents are there to ...

It’s all about communication

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) ...

Accept the compliment

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) ...

DOL rule gets its first lawsuit

The new fiduciary rule, which had its final rule, published, got its first lawsuit. Th...

The fiduciary rule and the rollover

I’m not a fan of abuses in the retirement plan space. I called for fee disclosures befo...