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The Unintended Consequences of The Fiduciary Rule #2: It won’t roll over, it will stay put

When you’re a fiduciary, you have the highest duty of care in law and equity. Your financial needs...

Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (MEPs) espec...

The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someone screamin...

$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest plan to b...

Interview: Chuck Hammond, The 401(k) Study Group

A big part of my practice as an ERISA attorney is helping out financial advisors around the country ...

The Unintended Consequences of The Fiduciary Rule #1: B/Ds eating those Legal Bills

When there is any change put into place, there is always going to be a whole list of unintended cons...

How 401(k) Plan Sponsors Can Improve Their Plan At Little Cost

There are many ways that a retirement plan sponsor can improve their 401(k) plan, but they usually b...

Open MEPs to make a Comeback?

The Senate’s Committee on Finance has approved a bill that would open the door for employers to pa...

Welcome to that401ksite.com

Welcome to that401ksite.com (again). You’re probably asking yourself: “why do we need another 40...