Titles mean nothing; responsibilities mean everything
When I was younger and it involved with student organizations, there was this saying that ...
When I was younger and it involved with student organizations, there was this saying that ...
As a 401(k) plan sponsor, you are probably aware that there are some new fiduciary regulat...
The Department of Labor (DOL) issues the first of a few Q&As to help with financial ad...
When I first started in the 401(k) plan business in 1998, it was a boom time for the stock...
What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a p...
You might not be aware, but the New York Times is doing an expose of sorts, shining a ligh...
This should be a Jeopardy question: Who is the person that performs the annual administrat...
Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a goo...
I used to say that the problem with third party administration marketing was that most of ...
Mark Twain was famously known for the quote, “rumors of my demise are greatly exaggerat...
As we get closer and closer to the April 2017 implementation delta of the Fiduciary Rule, ...
The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar l...
Here is a post I recently read on an investment website: This is why I will still be broke...
A friend of mine and I were talking about a financial advisor that we knew that had a big ...
As I’ve absorbed all the noise and information surrounding the DOL Fiduciary Rules, the ...
You knew the Atkins diet craze was a big thing when a company liked Kraft started offering...
401k plan participants often wonder whether they should contribute their hard-earned money...
I was reading a great book on the 1981 PATCO air controllers strike and President Reagan...
I have been a wrestling fan since 1983; so don’t judge me. While it’s pre-determined, ...
There are some rumors about a delay in the Department of Labor Fiduciary Tule expected to ...