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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...

frtrump

Trump delays the fiduciary rule, but the broker-dealers lost

President Donald Trump delayed the implementation of the Department of Labor fiduciary rule by six m...

schullo

Interview: Steve Schullo, Ph.D., 403(b) Activist and Author

Unlike my past interview subjects, Steve Schullo isn’t a retirement plan provider and only got inv...

warren

Elizabeth Warren polls big 401(k) firms on the fiduciary

With many hoping that President Donald Trump especially some of the larger 401(k) players in the mar...

mikewebb

Interview: Mike Webb, Cammack Retirement Group

Retirement plan providers need to stand out to get notice and one retirement provider through one of...

charles-schwab-logo

Schwab is the next defendant in Which Plan Provider’s 401(k), we should sue

Charles Schwab Corporation is the latest plan provider whose 401(k) is the subject of a class action...

cashpiles

IRS Proposes changes to QNECs and QMACs

The Internal Revenue Service (IRS) has proposed amendments to the definitions of qualified matching ...

rumor

A rumor won’t kill the Fiduciary Rule

A few weeks back a broker told me that he heard that the fiduciary rule was going to be killed becau...