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The problem with consolidation in the TPA business

Every week, I check the headline on 401khelpcenter.com and the news part usually involves one or tow...

That 401(k) Conference to hit Philly this November

That 401(k) Conference will be at Citizens Bank Park this fall. On Friday, November 9th, the most 40...

2 For Chicago: Two great 401(k) advisor events and a Cubs game and Happy Hour

I’m very proud to announce that The 401(k) Conference will emanate from the friendly confines from...

Matrix sued over Vantage Benefits

If you’ve learned anything from me, just realize that anyone can be sued for anything. All you nee...

The New Fiduciary Rule is Dead, Jim

In a move that should shock no one, the Department of Labor (DOL) pretty much left the fiduciary rul...

The DOL is still targeting late deferrals

It should be the simplest thing to do, yet so many plan sponsor fails to do it. What I’m talking a...

That 401(k) Conference debuts at Citi Field

The crazy idea of starting another 401(k) Advisor Conference plus adding some unique elements made i...

Those University Lawsuits are like shooting fish in a barrel

There have been around 20 class action lawsuits filed against universities for high cost 401(k) and ...

The DOL Rolls Over, Fiduciary Rule Effectively Dead

The Department of Labor (DOL) said it’s not going to pursue enforcement actions against investment...

That 401(k) Conference is all about value

That 401(k) Conference is that 401(k) financial advisor conference that came out from my idea about ...