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islanders

The worst sports viewing experience of all

There are very few teams I hate, any team from Philadelphia and the New York Islanders. Actually, I ...

seps

The Problem with SEPs and Simples

On of the fallouts with the new fiduciary rule is how broker-dealers deal with SEP-IRAs and Simple-I...

pastdue

They’re not your Clients if they don’t pay you

A few years back, I had this great third party administration (TPA) client. They were my first clien...

luckofdraw

The Luck of the Draw

As an ERISA attorney for 18 years, I have seen a lot of strange things that plan sponsor have done t...

danventuri

Interview: Dan Venturi, 401(k) Reboot

The retirement plan industry has been undergoing a tremendous amount of change over the past 5-10 ye...

technology

Robo-Advisors, Technology, and Older Participants

In that forgettable yet memorable year as a synagogue Vice President, I had to deal with an older me...

ascensus

Oregon taps Ascensus for its 401(k) MEP

The Oregon Retirement Savings Plan, which is a state run 401(k) multiple employer plan with a July 2...

young-and-the-restless

You Won’t See This Again #4: A New Network Daytime Soap Opera

In 1970, there were 19 network daytime soap operas on the air. In 2016, they are only 4 left (Genera...

diet-coke-original-can

Blame it on Diet Coke

I’ve been a diet cola drinker for the past 35+ years (yes I know it’s bad) since the day...

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...