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

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

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

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

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

Q: How did you start in the retirement plan business? A: Early on I met a local TPA firm and ...

Two Congressmen introduced separate resolutions, one to block a rule governing automatic-enrollment,...

While the Department of Labor (DOL) is asking for a 180 day delay to the implementation of the fiduc...

Q: How did you start in the retirement plan business? A: A client had an income tax problem and want...

When you’re being approached by a plan provider who wants you to be their client, there maybe the ...