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jdcarlson

Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of it wasn’...

comonwealth

More Brokers announce their Fiduciary Rule retirement plans

As we get closer and closer to the April 2017 implementation delta of the Fiduciary Rule, you will h...

takeittothelimit

2017 IRS Retirement Plan Limits Announced

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations...

mass

You Know 3(38) is a big thing when a big provider plays ball

You knew the Atkins diet craze was a big thing when a company liked Kraft started offering a low car...

doldelay

DOL Fiduciary Rule Delay, Don’t Count on It

There are some rumors about a delay in the Department of Labor Fiduciary Tule expected to go into ef...

mike-alfred

Interview: Mike Alfred, BrightScope

I met Mike and Ryan Alfred when they first started Brightscope and right out of the gates, I knew th...

indexbrokers

Some Brokers Will Leave, But Not Like What They’re Saying

Experts saying how many brokers are going to leave the retirement plan business reminds me of the ra...

bic

The problem with the BIC

The biggest hallmark for the new Fiduciary Rule is the best interest contract exemption and the need...

planadviser

Who is the biggest 401(k) Recordkeeper and what really matters

A few weeks back, I wrote an article about 401(k) hustlers you should watch out for and I mentioned ...

ross-marino

Interview: Ross Marino, Rekon Intelligence

When I started my own practice in 2010, one of my goals was to help financial advisors with their pr...