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The rollover conundrum

When I left a job, the first thing I did was execute my rollover form to move my 401(k) b...

Empower does well in sales

Empower, announced has achieved $62 billion in retirement plan sales in 2022. The AU...

Still the same problem with TDFs

I have always had a problem with target date funds (TDFs). It had to do with glide paths ...

Sometimes, you have to fire yourself

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, ...

Check those credentials

Whenever I hear about someone getting caught lying about their resume or credentials, I a...

The late 5500 needs that DFVCP application

With the initial 5500 deadline coming and going and October 15th around the corner, it ma...

Consider a cybersecurity policy and procedure

With the Department of Labor (DOL) focusing on cybersecurity, I think it’s prudent for ...

The problem with opinions

I always say that I thought I loved a great area until I saw my community’s Faceboo...

Anyone can be a TPA

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a li...

Nothing controversial about vesting

An article from one of the news sources I enjoy about retirement plan news, had an articl...