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cohen

The Future in Retirement Plans

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

monies

IRS looking at Hardship Distributions

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

buck

I Like Joe Buck, Don’t Tread on Me

Joe Buck is like the Nickelback of sports broadcasters, he gets so much hate despite being kind of p...

trowe

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...

thanksjimmy

Thanks Jimmy for putting the fun back in Oscars

Being the host of the Academy Awards is kind of a thankless job if you’re name isn’t Billy Cryst...

revshare

Revenue sharing is legal, so what?

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

referral

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and the few that...

ronstair

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...

smokey

What Were They Thinking #8? Smokey and the Bandit Part 3

When I was 8 years old, my mother took me to the Canarsie Triplex to see some cartoon movie. As usua...

hound

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find out that yo...