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ronstair

Interview: Ronald K. Stair, Creative Plan Designs, Ltd.

Ron Stair is the funniest and most outspoken actuary I ever met and he’s really good at what he do...

wohlner

Interview: Roger Wohlner, The Chicago Financial Planner

Q: How did you start in the retirement plan business?   A: Early on I met a local TPA firm and ...

retacct

Congress trying to halt State Run IRAs, what about MEPs?

Two Congressmen introduced separate resolutions, one to block a rule governing automatic-enrollment,...

mred

DOL asks for fiduciary rule delay, but isn’t it too late?

While the Department of Labor (DOL) is asking for a 180 day delay to the implementation of the fiduc...

jeffatwell

Interview: Jeff Atwell, Meeder Investment Management

Q: How did you start in the retirement plan business? A: A client had an income tax problem and want...

plaque

That award for that Plan Provider might have been bought

When you’re being approached by a plan provider who wants you to be their client, there maybe the ...

trumpfire

It’s not a delay, but it will be one

Yes, I get it. President Donald Trump issued a presidential memorandum instructing the Department of...

rias

RIAs win one with Fiduciary Rule Delay

When it comes to standards, I know Kosher is Kosher. However, when it comes to meat, observant Jews ...

effectivepeeps

Your 401k Plan’s Emotional Bank Account

Stephen Covey was an American author, educator, businessman and public speaker who passed away in 20...

special

Get to the lowest share price possible

I’ve done a lot of talking about institutional share classes and revenue sharing and the confusing...