close
pharrellwilliams_happy

Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of plan spon...

lauritarules

The Laurita Rules for 401(k) Plan Providers

Once upon a time in the 401(k) world, I knew a man named Richard A. Laurita. I worked with Rich (as ...

trumpclinton

Keep Politics and Your Business Apart

We’re closing in on Election Day and no matter what side you’re on, you have to admit that it’...

bank

Why Banks Should Outsource Participant Advice

DOCUMENTED SYSTEMIC FIDUCIARY PROCESS What makes bank trust departments so successful in managing in...

roadsign

The Unintended Consequences of The Fiduciary Rule #1: B/Ds eating those Legal Bills

When there is any change put into place, there is always going to be a whole list of unintended cons...

thecomeback

Open MEPs to make a Comeback?

The Senate’s Committee on Finance has approved a bill that would open the door for employers to pa...

itsfree

Avoid Giving Away Your Services for Free

As a former, recovering Vice President of a synagogue, I’m always interested in how other synagogu...

autoenroll

Plan Providers Should Embrace Automatic Enrollment

T. Rowe Price just released a study that show that 401(k) plans with an automatic enrollment feature...