Having experienced two meltdowns in the market in the past 22 years, I feel that this Coronavirus pandemic will have a greater negative impact on the retirement plan industry. Because unemployment rates could hover at a 20-25% clip. History has shown wh...
As the turd in the punch bowl as I affectionately call myself, I am a little too frank on what is going on in the 401(k) industry. The Coronavirus pandemic is something that hasn’t been seen in this country, probably since World War II. Right now, we ...
With so many layoffs and furloughs thanks to the Coronavirus Pandemic, plan sponsors don’t have th...
Over the years, I worked with many organizations starting back with student political organizations ...
I was a volunteer and officer for an organization where I stated that the leadership (not including ...
My grandmother always said that life doesn’t go to plan. She said that years before her death and ...
A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) p...
I will always say that the plan providers who proclaim that they will make me rich have failed to do...
When dealing with companies that may act as an adopting employer for a multiple employer plan (MEP) ...
You know the feeling, you’re competing for a retirement plan and you’re fairly confident that yo...
