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Hardship Provisions Will Change

As part of the budget agreemenent signed By President trump on Februray 9, some additional provision...

New Book Released

My latest book, The Great 401(k) Book Sequel Ever is available on Amazon.com. The Kindle version can...

More News About Vantage

Since the FBI closed down Vantage Benefits on November 1, we haven’t heard much.   Here is an...

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...

Original Kindle Book Discounted

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

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...

Unbundled Plans Gain Ground

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

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...

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 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...