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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...

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...