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Book Review: Jeff Gordon: His Dream, Drive, and Destiny

As a Jewish kid growing up from Brooklyn, I certainly didn’t get into NASCAR. It reminds me of...

Interview: Louis Harvey, Dalbar

I believe when it comes to retirement plan sponsors and plan providers, information and education ar...

Coverage is always the biggest problem

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

Face facts: Retirement Plan Sponsors Only Seek Help When They Need It

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...

Rollovers are going to be a rough business

I have been saying all along that rollovers are going to be a very rough and difficult business afte...

Experts say Trump won’t delay or kill Fiduciary Rule

Experts claim that a President Donald Trump is likely to let the new Fiduciary Rule go into effect i...

That 401(k) Guy attends a Wrestling Convention

I’ve been a pro wrestling fan for the last 30+ years and I have to be honest, I never had a re...

It’s all about engaging with people

When you figure I’ve been a member of a handful of Synagogues in my lifetime, you might call m...

The worthlessness of most Sports Autographs

I collect sports memorabilia and I get to meet many athletes in these meet and greet events. The gre...

Interview: Jon Freye, Xponential Growth Solutions

I’m a big fan of providers trying to educate financial advisors and plan sponsors about the ins an...