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Only the Good Die Young, But Billy Joel Lives Forever on Long Island

By law, at least by Long Island law, you’re required to love Billy Joel. It’s like ba...

Why I Love Bitcoin—But Still Don’t Want It in Your 401(k)

Let me start with a confession: I love Bitcoin. I admire what it represents—decentraliz...

Trump Executive Order to broaden 401(k) access to private equity and Crypto, fiduciaries beware

I love Bitcoin. I love private equity. They’re two of my favorite investments, personal...

How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approxim...

Even If You’re Right, You Can Still Get Sued

There’s a hard truth about being a plan sponsor or a plan provider: you can be doing ev...

Beneficiary Statements: No Good Deed Goes Unlitigated

Could listing designated beneficiaries on a participant statement spark a fiduciary breac...

Keeping Up Appearances… in Oceanside

If you’ve ever watched British television, you might remember a gem called Keeping Up A...

The Fraud That Is Matt Hutcheson

I’ve been in the retirement plan business for 27 years, and during that time, IR...

Intel Wins: Ninth Circuit Puts the Brakes on Anti-Private Equity Lawsuit

After six long years of litigation, Intel’s 401(k) plan design just got a big legal end...