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The MEP isn’t the end all, be all

I have been hearing a lot from advisors and plan providers about multiple employer plans (MEPs) with...

fraud

When The Fiduciary Warranty is Dangerous

I don’t pull any punches, so I have certainly written many articles about plan providers issuing s...

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There is no such thing as an Assembly Line Retirement Plan

Henry T. Ford is considered the father or the pioneer of the modern day assembly line of manufacturi...

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When it comes to theft, the fiduciary vs. settlor function debate is meaningless

A friend of mine called me up a few weeks back and was telling me a story how he had a debate with J...

21B77352-B35E-46A6-BE0C-7FE01A4AE33A

When The Fiduciary Warranty is Dangerous

I don’t pull any punches, so I have certainly written many articles about plan providers issuing s...

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Redemption only goes so far

My great Uncle Jack was the youngest of 4 children. He followed Herschel, Zoltan, and my grandmother...

3A34E730-B8A5-41B6-9946-3C37427A69A0

WHAT DOES A STUDEBAKER & BEING A FIDUCIARY HAVE IN COMMON?

Quite a bit actually!  Who would have thought!   This past weekend I attended the international ca...

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Avoid those who always sell to plan sponsors

When I was a kid, there were two varieties of Cheerios, one version of Listerine, and one type of Cr...

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The issue with 403(b) plans

I always say that as bad as 401(k) plans may be, 403(b) plans are in much worse shape. It didn’t h...

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One metric about financial advisors that you should consider

When gauging the effectiveness of the retirement plan’s financial advisor, one thing that 401(k) p...