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You see how large 401(k) providers can treat their employees

I love Clint Eastwood movies and one favorite is “In The Line of Fire’.  John Malkovich is play...

You see how large 401(k) providers can treat their employees

I love Clint Eastwood movies and one favorite is “In The Line of Fire’.  John Malkovich is play...

Tell your TPA what you’ve got

As a plan sponsor, you really need to let your third party administrator (TPA) what you have in term...

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...

When The Fiduciary Warranty is Dangerous

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

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...

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...

When The Fiduciary Warranty is Dangerous

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

Redemption only goes so far

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

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...