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index

Bundled providers going unbundled makes sense

Someone I know in the industry advised me again how a low cost index fund company was all of a sudde...

complaint-department

Some people can’t deal with complaints, but….

The one thing I always say about third party administrators (TPAs) is that they get none of the cred...

thecurse

The Curse of Bucknerā€™s Ball

People from Boston have claimed to me that the whole Curse of the Bambino was the invention of sport...

gao

Plan Design Features That Crimp Retirement Savings

The Government Accounting Office (GAO) took a look at 80 401(k) plans and concentrated on the featur...

socialmedia

The downside of social media

Social media is an amazing thing except when it isn’t. It’s a great way to share informa...

blackfriday

Glad to miss another Black Friday

Until I was married, I never went out on Black Friday. My wife loves Black Friday and she likes the ...

synagogue

You easily lose clients by not caring about them

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The demographics o...

xerox

Plan Providers Shouldn’t Copy Xerox

When I was a kid, everyone called a copy a Xerox because they were the leaders of photocopiers. I re...

reasonableness

Dear Plan Sponsors, it’s about Reasonableness

Thanks to fee disclosure regulation and litigation against plan sponsors, plan sponsors are focusing...

littabl

Don’t sponsor literature tables if it won’t bring you business

The camp my daughter goes to is a fine camp except I can’t stand the people running it because...