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Introducing the inaugural That 401(k) Conference

There are a lot of industry-wide 401(k) conferences that are great in the ideas of getting people to...

What Were They Thinking #45 Where’s Herb? Who Cares?

The 1980’s were a very competitive time for fast food restaurants. Wendy’s caught lightning in a...

New Survey Shows 401(k) Participation and Contributions Rising

Plan Sponsor Council of America (PCSA) released their latest survey that showed growth in participat...

Plan Provider to make restitution for fake loans

The agreement and anticipated future payments are expected to compensate the retirement plans fully ...

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...