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The Internal Revenue Service (IRS) has proposed amendments to the definitions of qualified matching ...

A few weeks back a broker told me that he heard that the fiduciary rule was going to be killed becau...

With an April 2017 deadline fast approaching, the Department of Labor (DOL) issues another frequentl...

Without social media, I’d be an unhappy associate attorney at some law firm. Retirement plan provi...

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

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

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

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

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

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