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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 haven’t st...

The problem with attendance

I was invited to speak at a statewide conference on pooled employer plans. It was the first time I ...

LinkedIn isn’t a dating site

Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my ...

Highlight the good you do

I used to live in a great school district until school board members stayed on after their kids gra...

The problem with SDBAs are still there

The federal Thrift Savings Plan will allow participants to allocate some of their assets through a ...

Will inflation and consolidation increase fees?

For almost 10 years, we’ve had fee compression in the retirement plan industry. The question i...

Cite what you did

My village is finally getting a contested election for the school board for the first time in forev...

Figure out about life after COVID

Eventually, COVID will come to some end. I don’t know what that end will be, but I’ve been cont...

There is still a problem with TDFs

I once worked with someone who told me that he put in100% of his 401(k) investments in a mid-cap fu...

I don’t get niche 401(k) plans

When I grew up, we had one type of Cheerios and when they added Honey Nut Cheerios, we had two. I t...