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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...

cash-balance

Cash Balance Plan Investing in 2016 and Beyond

Times have changed dramatically in the Cash Balance plan investment world and those who aren’t kee...

Florence Henderson as Carol Brady and Robert Reed as Mike Brady in the Brady Brunch episode, "Getting Davy Jones." Original air date, December 10, 1971. Season 3, episode 12.  Image is a screen grab. Copyright ©1971 CBS Broadcasting Inc. All Rights Reserved. Credit: CBS Photo Archive.

The IRS Voluntary Compliance Program Is Like Your Parents

As a child, you’re usually told by your parents that they just want to hear the truth and that...

mutual-funds

About 35 Proprietary Fund Lawsuits

There are at least 35 lawsuits against plan providers using in-house mutual funds in their own 401(k...