Let’s cut through the marketing fluff and look at what the 2025 T. Rowe Price Defined Contribution Consultant Study is really telling us, and more importantly, what it means for financial advisors who want to stay relevant, valuable, and indispensable. 1...
Plan sponsors aren’t hiring advisors so they can get fancy PowerPoints or attendance at cocktail events, increasingly, they’re paying for outcomes. NAPA’s latest slice-and-dice of Fidelity’s Plan Sponsor Attitudes Study shows a clear message: for the ...
To steal a joke from Chris Rock, when I worked at a TPA as the lead ERISA attorney, I used to joke ...
A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy to deal wi...
I’ll admit it—I loved Cracker Barrel. Living in New York, I never had one nearby, so whenever I...
When I look back on my brief tenure at that union law firm, the irony wasn’t lost on me. We were ...
One of my favorite sayings is: “The road to hell is paved with good intentions.” To me, it’s ...
If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re ...
There’s a hard truth about being a plan sponsor or a plan provider: you can be doing everything r...
When I look back at my time as an employee, before I ran my own practice, before I was speaking in ...
