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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 ...

DOL has grave concern over Fidelity bitcoin decision

The Department of Labor criticized Fidelity Investments’ plan to allow investors to put...