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DOL should make e-disclosures the default

It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement plan indu...

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If the DOL says you should find missing participants, do it

I’m not afraid of many things, except making the deep water and the heights. I’m not afraid of t...

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The hardship distribution

It’s 2019 and while the hardship rules are changing for 2020, keep in mind that hardship distribu...

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Plan any events ahead and let the word get out

The genesis for That 401(k) Conference can be traced to two things: 1) my experience at other 401(k)...

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Plan Design is a big deal

Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinating game b...

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Bill Buckner, R.I.P.

I was saddened to learn of the death of baseball great Bill Buckner from a form of dementia. I met B...

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Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be passed by ...

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Investment education is about a process

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...

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Cheers: one of the greatest shows ever

With my own practice, I do have little time to watch anything. It’s usually some wrestling, baseba...

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The drawback on consolidation

There has been tremendous consolidation in the retirement plan marketplace, especially in the last c...