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jack

You Know Jack

Working for organizations whether it was companies I worked for or for outside activity organization...

lower-fees

Plan Fees Have Been Getting Lower

NEPC, LLC published the results of its 11th Annual NEPC Defined Contribution Plan and Fee Survey. Da...

browns

Pity the Cleveland Browns

There have been some pretty awful sports franchises in sports history, yet making fun of an inept fr...

hands

Giving for the right reason

A few weeks back, I had the pleasure of interviewing Ross Marino from Rekon Intel and he told me abo...

robo

Robo-Advisors are great until they’re not

When I think of Robo-advisor, why do I think of the robot from Lost in Space? Seriously Robo-advisor...

titlehere

Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that you should...

qna

Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial advisors to ...

revenuesharing

Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock market an...

lineinsand

If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a ...

nonersa

When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a light on somet...