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fidelity-investments

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their boss’ ta...

averages book

401(k) Averages Book Shows Fees Are Still Falling

In terms of 401(k) books, one of the best for your practice is the 401(k) Averages Book. It’s like...

intel

Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the Supreme C...

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XFL 2.0: A Chance at redemption

Very few times in history after a huge disaster, do you get a second chance at making it right. Ther...

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Fidelity fends off one FundsNetwork claim

Fidelity has been under fire for its FundsNetwork 401(k) offering. The FundsNetwork is where various...

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The SECURE Act, Yada, Yada, Yada

On March 10th at Walt Disney World Swan, I will be presenting “The SECURE Act: Yada, Yada, Yada....

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Bank of America will start to cross-sell

Cross-selling is something I have always heard talked about, but not a lot of doing. Whether it’s ...

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Baseball season is almost here, as well as That 401(k) Conference

  Now that the Super Bowl is done, that means baseball season is upon us. So if baseball season...

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SECURE Act bring the annuity things back

I’m not a fan of annuities, especially in 401(k) plans. Yet, it seems that the insurance industry ...

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Adoption of some 401(k) plan features are leveling off

There are many choices in developing options for a 401(k) plan and certain features such as automati...