close
unintended-consequences

The Unintended Consequences of The Fiduciary Rule #2: It won’t roll over, it will stay put

When you’re a fiduciary, you have the highest duty of care in law and equity. Your financial needs...

hats

Plan Sponsors Should Know Their “Hat” as Retirement Plan Fiduciaries

I love baseball jerseys and I also love New Era on-field Major League Baseball hats. Speaking of hat...

pub

Mutual Fund Company TPAs, Distribution, and The Issues Today

In England, many of the top pubs are owned by British breweries because watering holes are an effect...

weinstock_white_zinfandel_large

The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservative Jew. S...

terry-power-headshot-photo

Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (MEPs) espec...

mario-mendoza

The Value and Worthlessness of Baseball Cards

The Menodza Line in baseball is a batting average of .200 and it’s named after Seattle Mariners Sh...

chicken-little

The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someone screamin...

wcl

How to fix Law School

I enjoyed law school as much as I enjoyed the preparation for my colonoscopy, it was that good. My t...

img_0276-1.jpg

$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest plan to b...

pharrellwilliams_happy

Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of plan spon...