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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...

opinion

My Opinion Shouldn’t Threaten You

Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a good thing be...

jdcarlson

Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of it wasn’...

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...