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seps

The Problem with SEPs and Simples

On of the fallouts with the new fiduciary rule is how broker-dealers deal with SEP-IRAs and Simple-I...

danventuri

Interview: Dan Venturi, 401(k) Reboot

The retirement plan industry has been undergoing a tremendous amount of change over the past 5-10 ye...

ascensus

Oregon taps Ascensus for its 401(k) MEP

The Oregon Retirement Savings Plan, which is a state run 401(k) multiple employer plan with a July 2...

index

Bundled providers going unbundled makes sense

Someone I know in the industry advised me again how a low cost index fund company was all of a sudde...

gao

Plan Design Features That Crimp Retirement Savings

The Government Accounting Office (GAO) took a look at 80 401(k) plans and concentrated on the featur...

xerox

Plan Providers Shouldn’t Copy Xerox

When I was a kid, everyone called a copy a Xerox because they were the leaders of photocopiers. I re...

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...