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Don’t blame the 401(k)

I’ve seen the articles that pop up about how 401(k) plans are somehow to blame for the lack of ret...

401(k) Financial Advisors have been getting better, but there is still room to grow

When I started in this business many moons ago, most financial advisors were not aware of their role...

Automatic enrollment is growing in 401(k) plans

The Plan Sponsor Council of America’s newest annual report shows that in 2015, 25.5% of small 401(...

Interview: Chad Azara, Professional Capital Services

Chad Azara is one of the stars of the retirement plan business and is one of the great resources for...

Yes, a Fiduciary was held personally liable

In my practice, I always talk about how plan fiduciaries can be held personally liable for any issue...

The Next Big Thing After The Fiduciary Rule? I have some guesses

With the fiduciary rule coming down the pike in April, people ask me what the next big thing to shak...

Interview: John Blossom Jr., ABG Retirement Plan Services

I will always say that the most important plan provider a plan sponsor can hire is a third party adm...

Fiduciary Rule will clear out the Alphabet Soup of Share Classes

When it comes to mutual funds offered under 401(k) plans, I’ve always believed that the multiple s...

Plan Sponsors Sued Over Fees on Multiple Plans and Vendors

In a very novel retirement fee lawsuit, a plan sponsor is being sued over the cost of multiple plans...

Interview: Sean Ruehl, rj20.com

Providing investment advice to plan participants is something I recommend to plan sponsors. For thos...