close

They have to play by the rules

When it comes to my law practice, I have an open phone call policy. I entertain phone cal...

The participant direction dilemma

The problem with offering participants direction of investments is participants themselve...

Timing is everything

Remember when there was the beanie baby craze and people would open stores that only sold...

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...