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HBO Max didn’t do a solid with theater owners or movie creators

Thanks to COVID, the movie business has been dying and especially the theater chains like ...

The Mad Hungarian is the guest for That 401(k) Conference in St. Louis

That 401(k) Conference returns live in St. Louis on Busch Stadium on Friday, September 10t...

State IRA programs spur retirement plan sponsorship

While state enacting mandatory IRA programs for employers that don’t offer retirement pl...

Despite what the survey says, let them roll

I was an employee once and that’s why I don’t have employees. If I did have employees ...

Milk Carton Advisors are still a thing

When you hire a financial advisor for your plan, they typically are paid quarterly from pl...

Get an ERISA attorney to bless any merger or asset sale

If your company is buying the stock or the assets of another company, get an ERISA attorne...

If you can do a Roth, do it by

I love the idea of a Roth 401(k) and if you could afford to lose the tax deduction of a 40...

Take care of that beneficiary stuff

It happens all the time, an unmarried plan participant signs up for a retirement plan and ...

My crystal ball for the retirement plan business after COVID

The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infe...

There is a cost to technology and it’s cybercrimes

The beauty of being in the retirement plan business since 1998 is that I love what I do an...