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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on parti...

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Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discounting the or...

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Second Kindle book will be coming

In a shameless act of self promotion, I would like to announce that I’m working on a new Kindle Bo...

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Unbundled Plans Gain Ground

Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contribution (D...

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2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k...

trumpy

Tax Reform will affect 401(k) deferrals

While the tax reform talks didn’t do much to negatively impact 401(k) plans. Mark my words: the el...

hub

HUB enters the RIA space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health care indu...

abg

Another TPA joins Alliance Benefits Group

One of the great supermarkets in my area is ShopRite and it’s one of the unique successes in the s...

hbn

DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions of the new...

U.S. President Donald Trump, flanked by Senior Advisor Jared Kushner (standing, L-R), Vice President Mike Pence and Staff Secretary Rob Porter welcomes reporters into the Oval Office for him to sign his first executive orders at the White House in Washington, U.S. January 20, 2017. REUTERS/Jonathan Ernst     TPX IMAGES OF THE DAY

It Won’t Matter Until It Becomes Law

I spoke to a fellow ERISA attorney who was talking about the proposed changes going back and forth r...