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We all have priorities

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t h...

I wouldn’t put an ESG fund in a plan

The worst things to argue about are politics and religion. That’s why I avoid suggestin...

Pensionmark adds another firm

World Insurance Associates has devided to purchase Waukesha, Wisconsin-based Financial So...

Federated Hermes is latest proprietary fund target

My daughter works at my son’s favorite pizzeria. She can’t bring in outside food or d...

Fee disclosures can be improved

The fee disclosure regulations were one of the best things that ever happened to the reti...

The incoming PEP implosion

No one who claimed to make me rich ever did. No person who had thousands of potential cli...

Assumptions for 2024 retirement plan limits

October is the usual month that the Internal Revenue Service to come down from the mounta...

Don’t change

When I started my own National ERISA/ retirement plan law practice more than 13 years ago...

Plan provider changes should be for the right reasons

Everyone has an opinion, but I think the independent opinion that is guided by beliefs an...

There is always opportunity

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a ...