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johnsullivan

Interview: John Sullivan, 401(k) Specialist Magazine

Q: How did you get your start writing about retirement plan issues? A: I’m something of a masochis...

payola

Revenue Sharing Costs Money

I guess my comments regarding revenue sharing is a bit sarcastic, but I think accurate. While revenu...

push

The problem with pushing other providers

Many larger third party administration (TPAs) firms, especially those owned by insurance companies a...

dolrule

The DOL Fiduciary Rule Is No Time To Celebrate

The Department of Labor (DOL) sent the final rule to the Office of Management and Budget that will d...

morganstanley

The problem with Morgan Stanley’s payment decision

As you probably heard, Morgan Stanley will be moving to a level compensation approach for its 401(k)...

oracle

Oracle’s 401(k) and what doesn’t look right

A district court judge has ruled that Oracle will in have to defend itself regarding its 401(k) Plan...

2017jdspura

The 2017 JDSupra Readers’ Choice Award Winner

Thanks to all my readers, I was awarded again, a JDSupra.com Readers’ Choice Award Winner for Fina...

jamesolson

Interview: James Olson

Q:  How did you start in the retirement plan business?   A: In the early 90’s I was a full t...

morning

There Will Be A Morning After

I was pleased to attend the NAPA 401(k) Summit helping my friends at Alliance Benefits Group at thei...

menickella

Interview: Brian Menickella, The Beacon Group of Companies

Q: How did you start in the business? A: Started as a Commercial Property and Casualty Insurance age...