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south-park

South Park is still great

When I started my final year of education at Boston University School of Law for my tax LLM degree, ...

hotel-california-19

Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

ross-marino

Interview: Ross Marino, Rekon Intelligence

When I started my own practice in 2010, one of my goals was to help financial advisors with their pr...

lpl_nasdaq

LPL Up For Sale? Do We Think Why?

According to anonymous sources speaking to Reuters, LPL Financial is exploring strategic alternative...

mutual-funds

About 35 Proprietary Fund Lawsuits

There are at least 35 lawsuits against plan providers using in-house mutual funds in their own 401(k...

california

State Run IRA Programs Can Actually Be An Opportunity for Plan Providers

A few states including California are going into the retirement business. While ordinarily competiti...

merill

Merill’s End of Commission IRAs is going to be a game changer

In a move that will shake the broker-dealer and retirement plan industries, Merill Lynch’s decided...

run-dmc

Run-DMC are Cultural Icons

I shop a lot at Fanatics.com for Mitchell & Ness jerseys, Mets gear, and Clippers gear. Fanatics...

top-heavy

The Problem With Top-Heavy Administration

If you know about a thing or two about plan administration, you know about the top-heavy rules. The ...

scott-stringer

NYC announced plan for a 401(k) MEP

New York City Comptroller Scott M. Stringer announced a three-pronged solution to expand retirement ...