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CNN has a biased list

CNN.com had an article on the best 401(k) plan providers which I found on a Google search for 401(k) plans. All I can say is this was a list developed by someone who never sponsored a 401(k) plan or worked on one. It was geared towards large providers, som...

The Retirement Plan Dentist

About 25 years ago, there was a medical report that dental plaque could cause heart disease. The cynic in me tells me that this was some sort of dental conspiracy to increase revenue as fluoridated water and other dental hygiene have hurt the dentists’ bott...

The overvaluing of experience

I always say that picking a plan provider just on price is a bad idea and I will say that picking a...

Don’t like ESG, don’t offer it

I hate to get political, but when people complain about something “woke,” they really should Go...

Not filing a Form 5500 is the greatest catastrophe

I have about a half dozen corporations where I need to file a corporate tax return by March 15. Eve...

The controlled group rules, you need to understand it’s a thing

The controlled group rules, basically say that in many circumstances, companies with similar owners...

The advisor model has changed

The CFP Board through a survey, claims that about 97% of Americans agree that the financial profess...

Popularity means nothing

Jay Leno had better ratings than David Letterman. Avatar drew more money than Black Panther. PC out...

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they...

Buying a business? What is with the 401(k) plan?

If you own a business, expanding by buying a competitor goes a long way. Mergers and acquisitions a...