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Interview: Roger Wohlner, The Chicago Financial Planner

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

Congress trying to halt State Run IRAs, what about MEPs?

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

DOL asks for fiduciary rule delay, but isn’t it too late?

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

Interview: Jeff Atwell, Meeder Investment Management

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

That award for that Plan Provider might have been bought

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

It’s not a delay, but it will be one

Yes, I get it. President Donald Trump issued a presidential memorandum instructing the Department of...

RIAs win one with Fiduciary Rule Delay

When it comes to standards, I know Kosher is Kosher. However, when it comes to meat, observant Jews ...

Your 401k Plan’s Emotional Bank Account

Stephen Covey was an American author, educator, businessman and public speaker who passed away in 20...

Get to the lowest share price possible

I’ve done a lot of talking about institutional share classes and revenue sharing and the confusing...

Trump delays the fiduciary rule, but the broker-dealers lost

President Donald Trump delayed the implementation of the Department of Labor fiduciary rule by six m...