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wellsfargo

The problem with offering stock in 401(k) plans

Wells Fargo was fined $185 million for creating fake bank accounts for customers to meet quotas for ...

ips

The IPS could be an actual problem

The investment policy statement (IPS) is one of the most important documents that a participant dire...

katzs

Call the ERISA Attorney Before It’s Too Late

Besides bagels, pastrami, and cheesecake, New York is really well known for good medical care. So I ...

jack

You Know Jack

Working for organizations whether it was companies I worked for or for outside activity organization...

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...