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from5500

DOL Issues Form 2016 5500 and Increases Penalties

I believe that one of the great breakthroughs over the past few years has been the mandatory e-filin...

trump

President Trump and The Fiduciary Rule

While everyone is trying to get used to the term President-Elect Donald J. Trump, anyone remotely co...

scale

States’ Plans doesn’t mean they’re coming for yours

Thanks to Department of Labor guidance that allows states to get in the retirement plan business and...

pruning

The perils of too much choice in participant directed plans

One of the claims in those class action 403(b) lawsuits against universities is a claim that it is a...

alvinrapp

Interview: Alvin Rapp, RPG Consultants

About 8 years ago, I was invited by a Manhattan stockbroker to speak at a plan sponsor event and mor...

robo

Robo-Advisors are great until they’re not

When I think of Robo-advisor, why do I think of the robot from Lost in Space? Seriously Robo-advisor...

qna

Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial advisors to ...

nonersa

When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a light on somet...

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...