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They are always in play

24% of 401(k) plan sponsors claim they are somewhat or very likely to search for a new plan adminis...

It can never be one-size fits all

I believe that in this business, there isn’t a one size fits all. That deals with ERISA 3(38) adv...

Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few times in tha...

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, an advisor ...

Right about Auto-Enrollment, I got that going for me

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I...

The silent treatment

As we are reminded daily by sad news that life is too short, I think it’s important to tell peopl...

Falling stock market is an opportunity

There were times in my life when I needed help and just didn’t get it. One of my favorite quotes ...

We have a cost communication problem

According to Sharebuilder 401(k). 74% of small businesses still don’t offer a retirement plan for...

It’s tough out there

It’s easier to push 401(k) plans when times are good. Times aren’t good and it’s a tougher se...

Timing is everything

In the 1970s, the Phillie Phanatic was born. While Mr. Met was the first mascot in baseball history...