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Will Bitcoin ETFs open the door?

Thanks to litigation, the Securities and Exchange Commission will likely approve a few Bi...

The thing about politics

It was harmless and I still think 15 years later, it was always harmless. Working at that...

The Controlled Group conundrum

It’s a fairly simple rule: if a father owns 100% of a business, the son is considered a...

Control can be everything

I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost ...

They won’t fear it until it happens

I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was:...

Overhead

The reason I started on my own 13 years ago was because I bet on myself when that law fir...

My MLB Ballpark list

I have been to 26 current Major League Baseball stadiums, which means I have 4 left. I ne...

HUB creates PEP

HUB Retirement and Private Wealth today announced the launch of HUB Retirement Select 100...

Bed Bath & Beyond sued over 401(k)’s stable value fund

One of the problems of a stable value fund in a change of fund or plan termination, is th...

The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginni...