close
lower-fees

Plan Fees Have Been Getting Lower

NEPC, LLC published the results of its 11th Annual NEPC Defined Contribution Plan and Fee Survey. Da...

401knest

Did You Hire The Right 401(k) Investment Adviser?

As a 401(k) plan sponsor, you are probably aware that there are some new fiduciary regulations going...

revenuesharing

Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock market an...

tpa

What is a TPA? (and Why You Should Care)

This should be a Jeopardy question: Who is the person that performs the annual administration of a r...

economic-picture

How to assess your economic picture

Mark Twain was famously known for the quote, “rumors of my demise are greatly exaggerated,” wh...

growcash

The importance of good common sense for successful investing

Here is a post I recently read on an investment website: This is why I will still be broke when I di...

elephant

How do you eat an Elephant?

As I’ve absorbed all the noise and information surrounding the DOL Fiduciary Rules, the age old jo...

roth401k

Roth 401k, Pre-Tax 401k, Or Both?

401k plan participants often wonder whether they should contribute their hard-earned money to a Roth...

common-thread

There is only one common thread about bad 401(k)

I always say one of the beauties of retirement plans is not one is alike. They are like snow flakes ...

peer-pressure

Saying Everyone Is Doing It Is No Excuse

A big part of my practice is assisting financial advisors, third party administration (TPA) firms, a...