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Pick an expert who knows what they’re talking about

In Huang v. TriNet HR III, Inc., the District Court for the Middle Distric...

One bid isn’t enough

As the time owning my house is coming to an end, my wife and I are embarking on one last ...

Vestwell partners to help advisors

Vestwell announced new industry partnerships and integrations to help...

Pew study shows retirement gap

Some disturbing projections came out of a Pew study on retirement plan savings. The ne...

Minnesota to add retirement program

Minnesota is slated to become the next to adopt a measure creating a state...

New RIA firm launched to evaluate 401(k) annuity options

I always say a retirement plan provider needs to find its niche to stand out in the retir...

Watch out for the advice given by your employees

I have a client who is a third-party administrator and it appears that a former employee ...

3(38) field is growing, as it should

When I first heard about ERISA §3(38) fiduciaries, I was a lowly law firm associate and ...

Don’t let them push you around

I’ve watched Survivor since it first started about 23 years ago and I never tried out f...

Plan errors are more likely than fiduciary breaches

If you read my writings, you know that fiduciary liability is one of the plan sponsor’s...