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comonwealth

More Brokers announce their Fiduciary Rule retirement plans

As we get closer and closer to the April 2017 implementation delta of the Fiduciary Rule, you will h...

takeittothelimit

2017 IRS Retirement Plan Limits Announced

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations...

people

The Concern of TPA Referrals Made By Advisors

A friend of mine and I were talking about a financial advisor that we knew that had a big book of 40...

mass

You Know 3(38) is a big thing when a big provider plays ball

You knew the Atkins diet craze was a big thing when a company liked Kraft started offering a low car...

replacements2

You Are Replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan’s dec...

wwe

You Won’t See This Again #3: Real Competition for the WWE

I have been a wrestling fan since 1983; so don’t judge me. While it’s pre-determined, it’s a g...

doldelay

DOL Fiduciary Rule Delay, Don’t Count on It

There are some rumors about a delay in the Department of Labor Fiduciary Tule expected to go into ef...

fred2

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire p...

mike-alfred

Interview: Mike Alfred, BrightScope

I met Mike and Ryan Alfred when they first started Brightscope and right out of the gates, I knew th...

control

Sometimes it’s about control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...