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Some Brokers Will Leave, But Not Like What They’re Saying

Experts saying how many brokers are going to leave the retirement plan business reminds me...

The thing about bullying

This month is apparently Bullying Prevention Month and I just need to put my two cents out...

The problem with the BIC

The biggest hallmark for the new Fiduciary Rule is the best interest contract exemption an...

Complying with The Fiduciary Rule is feeling your way around

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be cra...

Cash Balance Plan Investing in 2016 and Beyond

Times have changed dramatically in the Cash Balance plan investment world and those who ar...

The IRS Voluntary Compliance Program Is Like Your Parents

As a child, you’re usually told by your parents that they just want to hear the trut...

The reason for the Fiduciary Rule

There was a recent conference (thanks for the invite) where they had a roundtable about wh...

Who is the biggest 401(k) Recordkeeper and what really matters

A few weeks back, I wrote an article about 401(k) hustlers you should watch out for and I ...

South Park is still great

When I started my final year of education at Boston University School of Law for my tax LL...

Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring...