That 401(k) Conference returns to KC
For the first time, That 401(k) Conference returns to the same venue. On Friday, May 9, 2...
For the first time, That 401(k) Conference returns to the same venue. On Friday, May 9, 2...
The United States Government Accountability Office (GAO) released a report on the impact ...
Thanks to inflation being tamed, the limits from 2024 have been slightly increased. Pleas...
There are good third-party administrators (TPAs) and bad ones. No matter how good your TP...
When I was in college and law school, I loved TGI Fridays. Whenever I was in New York, D....
Even back then in college, I knew when things weren’t right. I was the Managing Editor ...
I had to be the Larry David here, but one of my gripes as a plan fiduciary and ERISA atto...
When looking at organizations, both businesses and charitable places, I’m always amazed...
The greatest business failures are business giants that fail to adapt to a changing envir...
I read that a recent study showed the 80% of 401(k) plans are overpaying in fees. Tell me...
Consolidation among plans provides continues in the retirement plan business. U.S. Ret...
The U.S. District Court for the Western District of Michigan granted Pfizer Inc.’s moti...
When a plan terminates and distributes all its assets or merges all its assets into anoth...
I write a lot because social media gets my name out there at a much lower cost than hirin...
When your practice is successful as a retirement plan provider, you’re going to want to...
Going for that annual review was like going to a dentist if I had cavities. You know it w...
According to FinanceBuzz, 40% of Americans with retirement accounts have taken money out ...
Everyone is pushing lifetime income options for retirees because the fear is that there w...
I work (outside of plan audits) on a flat fee basis. What I say is the price is the price...