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menickella

Interview: Brian Menickella, The Beacon Group of Companies

Q: How did you start in the business? A: Started as a Commercial Property and Casualty Insurance age...

lawbooks

ERISA Law Firms Unleash Plan Document Service: Yawn.

The Internal revenue Service (IRS) is pretty much out of the favorable determination letter business...

bryanjacobs

Interview: Bryan Jacobson, PenSys

Q: How did you start in the retirement plan business? A: Like most of us in the industry, I stumbled...

cohen

The Future in Retirement Plans

I was working for a third party administrator, some fellow employees thought I was crazy because I p...

monies

IRS looking at Hardship Distributions

When it comes to hardship distributions, I actually review the reasons for it and want to see the ba...

trowe

Litigation defending their 401(k) plan is the cost of doing business offering proprietary mutual funds

It’s a favorite topic of mine because it’s fascinating to consider, so many mutual fund companie...

revshare

Revenue sharing is legal, so what?

An excessive fee lawsuit against Oracle Corporation will go on as the plaintiffs overcame a motion t...

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,...