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What Were They Thinking #5? Can’t Stop The Music

They say the disco craze pretty much ended with Disco Demolition Night that turned into a near riot ...

Get to the lowest share price possible

I’ve done a lot of talking about institutional share classes and revenue sharing and the confusing...

The Good Old Days For Advisors Are Gone

In the good old days of participant directed 401(k) plans, a good chunk of financial advisors did ve...

Trump delays the fiduciary rule, but the broker-dealers lost

President Donald Trump delayed the implementation of the Department of Labor fiduciary rule by six m...

It’s all in the trailer

When I watch movies, one of my favorite parts is the upcoming attractions/trailers. While you’re w...

Interview: Steve Schullo, Ph.D., 403(b) Activist and Author

Unlike my past interview subjects, Steve Schullo isn’t a retirement plan provider and only got inv...

What Were They Thinking #4?: Islanders discover “fishsticks”

When it comes to iconic sports logos and uniforms, you think of the New York Yankees, Montreal Canad...

Some TPA Humor

I worked 9 years working as an ERISA attorney for a couple of third party administrators (TPA) and I...

Social media and word of mouth aren’t mutually exclusive

I’m a big fan of social media because I’ve seen the magic in works in being an essential compone...

Being a Plan Sponsor is all about the Process

Imagine a diet where it doesn’t matter how much weight you lost. Imagine a golf game that wasn’t...