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I’m not concerned with the DOL and CIA agreements

Rep. Virginia Foxx (R-N.C.) asked for an investigation into the Department of Labor’s (...

Do what’s right for the client

As many of you know, a substantive part of my income is independent fiduciary work. Wheth...

Employees will screw up, be honest in fixing it

“A lot of holes in the desert, and a lot of problems are buried in those holes. But you...

Great selling, but be right

There are a lot of people in the retirement plan business that are great at selling. I al...

With some penalties, there is nothing I can do

Memorial Sloan Kettering is probably one of the top 5 cancer hospitals in the United Stat...

Shut up and say Thank You

My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a g...

Change is inevitable

The local baseball card show promoter sold its two biggest shows to a memorabilia dealer ...

That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a sports jersey to meetings, I would....

LTPT and Automatic Enrollment will cause a lot of errors

I am all for an increase in retirement plan coverage. The problem is the errors that go w...

I don’t see Roth Employer Contributions as being a big thing

One of the option of SECURE 2.0 is allowing employers to offer partricipants the right to...