close
079CF027-ACCB-4EF4-AA4E-7BD5D848ADB5

The issues with Open MEPs

Now that President Trump has issued an executive order calling for open multiple employer plans (MEPs) and possible Congressional legislation, there are still concerns and issues that I’d love for the Department of Labor (DOL) to resolve in their eventual re...

D14F2AD8-83C5-4F2A-A00D-9AE3F4449C33

That 401(k) Conference Hits The Windy City

The date was Thursday, September 13th and the place was the friendly confines of Wrigley Field for the second edition of That 401(k) Conference.   The event was held in the Fannie Mae suite area behind center field where over 20advisors were treated to a ...

1055670E-0F6F-4335-AA65-D605A02CA469

Trump issues executive order that may bring back Open MEPs

President Trump signed an executive order last week in Charlotte which directs the Department of Lab...

5D20847F-9644-4AB7-A19F-8790A171BE33

That 401(k) Conference This Week In Chicago

That 401(k) Conference will be emanating from the friendly confines of Wrigley Field on Thursday, Se...

5E5F626B-3B1D-46B0-9D85-D70F58F35589

Trump issues executive order that may bring back Open MEPs

President Trump signed an executive order last week in Charlotte which directs the Department of Lab...

DC5CE8E0-8EF1-49A2-8E62-473C0BF6CDCE

IRS approves tying student loans to 401(k) employer contributions

The Internal Revenue Service (IRS) issued a private letter ruling which allowed an unnamed employer ...

logo

Podcast coming soon

Don’t know when, don’t know where: but there will be a 401(k) podcast emanating from this site a...

53EEB15E-F71D-4950-B8D2-E62B09079479

The problem with consolidation in the TPA business

Every week, I check the headline on 401khelpcenter.com and the news part usually involves one or tow...

confphil

That 401(k) Conference to hit Philly this November

That 401(k) Conference will be at Citizens Bank Park this fall. On Friday, November 9th, the most 40...

EF189FF4-108E-4E1F-8607-C2EAFDE7994F

2 For Chicago: Two great 401(k) advisor events and a Cubs game and Happy Hour

I’m very proud to announce that The 401(k) Conference will emanate from the friendly confines from...