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There has to be a better way than 10/15

I hate to do things last minute. I passed three different state bar exams and I never studied the day before.  So when it comes to being an ERISA attorney and/or ERISA §3(16) plan administrator for a few handfuls of 401(k) plans, I’m a little perturbed tha...

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Fidelity sued again over their 401(k) plan

  I have always been concerned about the use of proprietary funds, especially belong to mutual fund companies and their use in their own 401(k) plans because they’re ripe to be a target for a class action lawsuit.   Fidelity should know since they...

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The Problem of the inefficient plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or items...

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That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

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What Were They Thinking #55 Grease 2 is not the one that you want

Mama Mia! Here We Go Again was going to be a surefire hit when it was announced. While a musical seq...

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Is University 403(b) plans the Dien Ben Phu of ERISA litigation?

Casino is an underrated movie and it had a great line on the poster that said: “no one stays on to...

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VCP Program to go paperless

I hate paper, I really do especially when I can do thing paperless by going online.   The Inter...

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What Were They Thinking #54 WWE honors a murderer

For a very long time, the WWE (World Wrestling Entertainment) had to deal with the death of a handfu...

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Howard Stern isn’t really great at interviewing

I have been a fan of Howard Stern for over 35 years, going back to the days of afternoon drive time ...

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Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan needs and only...