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Plan Fees Have Been Getting Lower

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

Pity the Cleveland Browns

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

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-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...

Titles mean nothing; responsibilities mean everything

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

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 ...

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...

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 ...

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...

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...