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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...

faq

DOL puts out another Fiduciary FAQ

With an April 2017 deadline fast approaching, the Department of Labor (DOL) issues another frequentl...

brucejohnston

Interview: Bruce Johnston, Delaware Investments and Two Dog Social, LLC

Without social media, I’d be an unhappy associate attorney at some law firm. Retirement plan provi...

retireroad

Don’t blame the 401(k)

I’ve seen the articles that pop up about how 401(k) plans are somehow to blame for the lack of ret...

roomtogrow

401(k) Financial Advisors have been getting better, but there is still room to grow

When I started in this business many moons ago, most financial advisors were not aware of their role...

optinout

Automatic enrollment is growing in 401(k) plans

The Plan Sponsor Council of America’s newest annual report shows that in 2015, 25.5% of small 401(...

chadazara

Interview: Chad Azara, Professional Capital Services

Chad Azara is one of the stars of the retirement plan business and is one of the great resources for...

carpic

Yes, a Fiduciary was held personally liable

In my practice, I always talk about how plan fiduciaries can be held personally liable for any issue...

nextbigthing

The Next Big Thing After The Fiduciary Rule? I have some guesses

With the fiduciary rule coming down the pike in April, people ask me what the next big thing to shak...