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Interview: James Olson

Q:  How did you start in the retirement plan business?   A: In the early 90’s I was a full t...

There Will Be A Morning After

I was pleased to attend the NAPA 401(k) Summit helping my friends at Alliance Benefits Group at thei...

Interview: Brian Menickella, The Beacon Group of Companies

Q: How did you start in the business? A: Started as a Commercial Property and Casualty Insurance age...

ERISA Law Firms Unleash Plan Document Service: Yawn.

The Internal revenue Service (IRS) is pretty much out of the favorable determination letter business...

Interview: Bryan Jacobson, PenSys

Q: How did you start in the retirement plan business? A: Like most of us in the industry, I stumbled...

The Future in Retirement Plans

I was working for a third party administrator, some fellow employees thought I was crazy because I p...

IRS looking at Hardship Distributions

When it comes to hardship distributions, I actually review the reasons for it and want to see the ba...

Litigation defending their 401(k) plan is the cost of doing business offering proprietary mutual funds

It’s a favorite topic of mine because it’s fascinating to consider, so many mutual fund companie...

Revenue sharing is legal, so what?

An excessive fee lawsuit against Oracle Corporation will go on as the plaintiffs overcame a motion t...

Interview: Ronald K. Stair, Creative Plan Designs, Ltd.

Ron Stair is the funniest and most outspoken actuary I ever met and he’s really good at what he do...