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Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial ad...

Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock...

If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a p...

When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a ligh...

What is a TPA? (and Why You Should Care)

This should be a Jeopardy question: Who is the person that performs the annual administrat...

My Opinion Shouldn’t Threaten You

Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a goo...

Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of ...

How to assess your economic picture

Mark Twain was famously known for the quote, “rumors of my demise are greatly exaggerat...

More Brokers announce their Fiduciary Rule retirement plans

As we get closer and closer to the April 2017 implementation delta of the Fiduciary Rule, ...

2017 IRS Retirement Plan Limits Announced

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar l...