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That 401(k) Conference hits Phoenix

With a rescheduled date because of the baseball lockout. That 401(k) Conference finally h...

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Exec...

PEP vs state mandated IRAs: it’s the money

When an employer must sign up with a state-mandated IRA program and is considering that o...

Appearances do matter

I always believe that appearances are extremely important and if things just don’t look...

When Jerry Schlicter talks, plan sponsors should listen

Plan sponsors offering bitcoin in-plan as part of a plan investment lineup would expose t...

Elizabeth Warrens also airs concerns over crypto in 401(k)

It’s no surprise that U.S. Sen. Elizabeth Warren (D-Mass.) is expressing concerns about...

You can’t afford to live on the edge

One of the reasons I’ve stayed out of trouble in the retirement plan space is that I ha...

The problem with attendance

I was invited to speak at a statewide conference on pooled employer plans. It was the fir...

When can you expect me to write about SECURE 2.0?

As a sole proprietor, time is limited. As far as drafting articles about legislation, I j...

I get what Fidelity is trying to do

People are scratching their heads, the Department of Labor (DOL) had grave concerns over ...