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Interview: Sheri Fitts, ShoeFitts Marketing

I’ve always said that marketing is one of the things out there that can help retirement ...

All points lead to more index funds in 401(k) plans

Thanks to the new Fiduciary Rule, I believe that you’re going to see more index fund...

DOL Issues Form 2016 5500 and Increases Penalties

I believe that one of the great breakthroughs over the past few years has been the mandato...

The legend of Helmut Norpoth

When it does to my 22 years of education, my favorite time was the 4 years I got a degree ...

The problem with offering stock in 401(k) plans

Wells Fargo was fined $185 million for creating fake bank accounts for customers to meet q...

What the Campaign Can Tell You About Marketing Your Practice

Before we start this out of the gate: this isn’t about the actual positions of the c...

President Trump and The Fiduciary Rule

While everyone is trying to get used to the term President-Elect Donald J. Trump, anyone r...

States’ Plans doesn’t mean they’re coming for yours

Thanks to Department of Labor guidance that allows states to get in the retirement plan bu...

You don’t have to join the race to zero

When I started in the retirement plan business, the third party administrator (TPA) relate...

The 401(k) Guy’s random riffs on sports

The idea behind The 401(k) Guy is based on Bill Simmons, who was The Sports Guy at ESPN an...