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Watch out for those conflicts of interest

It’s amazing sometimes how people are blind to conflicts of interest that are as clear ...

It doesn’t matter where your plan provider is

I’m the guy who will travel to a Target further from my home because the Target in Farm...

Get fiduciary liability insurance

The warranty in the electronics business is gravy for the retailers who sell it. You’ll...

The auditors can make a mistake and not admit

For plans that require an independent audit, the point of the audit is to determine the f...

IRS Announced the 2024 plan limits

Inflation is affecting retirement plan limits again. Starting in 2024, employees can c...

Creative Planning buys Mesirow team

Registered investment advisor (RIA) Creative Planning announced the purchase of Mesirowâ€...

DOL proposed new fiduciary rule

The Department of Labor proposed a new fiduciary rule. The proposed rule would end the...

Bitcoin will be visited again

Despite my concerns about allowing crypto options in 401(k) plans, that issue will be bac...

Let go of the anger

A friend of mine advised me of the recent death of the owner of a third-party administrat...

You have to make money

Before I officially started my own practice as my sole revenue generator in 2010, I start...