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Interview: Steve Schullo, Ph.D., 403(b) Activist and Author

Unlike my past interview subjects, Steve Schullo isn’t a retirement plan provider and only got inv...

Elizabeth Warren polls big 401(k) firms on the fiduciary

With many hoping that President Donald Trump especially some of the larger 401(k) players in the mar...

Interview: Mike Webb, Cammack Retirement Group

Retirement plan providers need to stand out to get notice and one retirement provider through one of...

Schwab is the next defendant in Which Plan Provider’s 401(k), we should sue

Charles Schwab Corporation is the latest plan provider whose 401(k) is the subject of a class action...

IRS Proposes changes to QNECs and QMACs

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

A rumor won’t kill the Fiduciary Rule

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

DOL puts out another Fiduciary FAQ

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

Interview: Bruce Johnston, Delaware Investments and Two Dog Social, LLC

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

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...