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indexchart

All points lead to more index funds in 401(k) plans

Thanks to the new Fiduciary Rule, I believe that you’re going to see more index funds in 401(k...

from5500

DOL Issues Form 2016 5500 and Increases Penalties

I believe that one of the great breakthroughs over the past few years has been the mandatory e-filin...

norpoth

The legend of Helmut Norpoth

When it does to my 22 years of education, my favorite time was the 4 years I got a degree at SUNY at...

wellsfargo

The problem with offering stock in 401(k) plans

Wells Fargo was fined $185 million for creating fake bank accounts for customers to meet quotas for ...

debate

What the Campaign Can Tell You About Marketing Your Practice

Before we start this out of the gate: this isn’t about the actual positions of the candidates ...

trump

President Trump and The Fiduciary Rule

While everyone is trying to get used to the term President-Elect Donald J. Trump, anyone remotely co...

scale

States’ Plans doesn’t mean they’re coming for yours

Thanks to Department of Labor guidance that allows states to get in the retirement plan business and...

racetozero

You don’t have to join the race to zero

When I started in the retirement plan business, the third party administrator (TPA) related law firm...

clippers

The 401(k) Guy’s random riffs on sports

The idea behind The 401(k) Guy is based on Bill Simmons, who was The Sports Guy at ESPN and grantlan...

brokers

Brokers need to educate themselves for the New Day in April

All the broker dealers are spending millions in legal fees to comply with the new Fiduciary Rule. I ...