Revenue Sharing Isn’t Dead—But It’s Still Dangerous
Every few years, someone declares revenue sharing “dead.” And every few years, it stu...
Every few years, someone declares revenue sharing “dead.” And every few years, it stu...
Plan providers love to say, “We’re not the fiduciary.” And in many cases, that’s ...
If you’re the kind of person who waits until April 15 to drop off your federal tax retu...
If you’ve been paying attention to the growing wave of 401(k) forfeiture litigation, th...
If you ever thought IRS procedural updates were boring, buckle up — because the latest ...
Most plan sponsors don’t wake up thinking, “Let’s mismanage the 401(k) today.” Ye...
If I walked into your office tomorrow and you handed me responsibility for your 401(k), I...
For years, plan providers survived on a simple premise: do solid work, keep clients happy...
Every plan sponsor committee has one. The loudest person in the room. The one with the...
I met Mrs. Rosenblum in Florida, and it felt like time folding in on itself. I usually...