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You Make The Mistake, You Eat The Fee

10 years ago, I was at a law firm and helped draft an amendment to a multiemployer pension plan that...

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The Unintended Consequences of The Fiduciary Rule #2: It won’t roll over, it will stay put

When you’re a fiduciary, you have the highest duty of care in law and equity. Your financial needs...

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Plan Sponsors Should Know Their “Hat” as Retirement Plan Fiduciaries

I love baseball jerseys and I also love New Era on-field Major League Baseball hats. Speaking of hat...

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Mutual Fund Company TPAs, Distribution, and The Issues Today

In England, many of the top pubs are owned by British breweries because watering holes are an effect...

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The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservative Jew. S...

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Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (MEPs) espec...

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The Value and Worthlessness of Baseball Cards

The Menodza Line in baseball is a batting average of .200 and it’s named after Seattle Mariners Sh...

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The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someone screamin...

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How to fix Law School

I enjoyed law school as much as I enjoyed the preparation for my colonoscopy, it was that good. My t...

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$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest plan to b...