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jamesholland

Interview: James Holland, MillenniuM Investment and Retirement Advisors

I met James Holland pretty soon after I started my own law firm through the discussion groups on Lin...

match

The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matching contr...

borzi

The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I’m go...

drug

ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were starting t...

wellsfargo2

Wells Fargo sued over their proprietary target date funds

Thanks to litigation, we will probably see one day where a mutual fund company will no longer offer ...

louisharvey

Interview: Louis Harvey, Dalbar

I believe when it comes to retirement plan sponsors and plan providers, information and education ar...

trump2

Experts say Trump won’t delay or kill Fiduciary Rule

Experts claim that a President Donald Trump is likely to let the new Fiduciary Rule go into effect i...

jon-freye

Interview: Jon Freye, Xponential Growth Solutions

I’m a big fan of providers trying to educate financial advisors and plan sponsors about the ins an...

planfees

Plan Fees Have Been Getting Lower

NEPC, LLC published the results of its 11th Annual NEPC Defined Contribution Plan and Fee Survey. Da...

family

The Unintended Consequences of the Fiduciary Rule #4: Grandma won’t have a broker

Aside from my wife and children, my favorite person of all time was my maternal grandmother Rose. Sh...