When “Trust the Advisor” Isn’t Enough: Lessons from the Elanco TDF Case
I’ve always said, “You’re only one rigorous process away from averting a major fidu...
I’ve always said, “You’re only one rigorous process away from averting a major fidu...
I schlepped two and a half hours to meet Gene Simmons at the Chill Out Expo, and I’d do...
If you ever want to know how strong your fiduciary process really is, don’t look at the...
Every year, I see plan sponsors spend thousands on shiny “financial wellness” program...
In the retirement plan world, there aren’t many do-overs. You don’t get to “try aga...
In this business, every conference has that one person who wants everyone to know they’...
When I started in this business, plan sponsors worried about lost checks. Now, they shoul...
I’ve been in this business long enough to know that the only thing “simple” about a...
Somewhere in Washington, someone at the Department of Labor must have a “Fiduciary Rule...
Working with a plan sponsor recently, I was helping sort out a late Form 5500 issue. Pret...