Don’t ignore the fees that your clients pay
I first started paying for my own car when I got my first job as an ERISA attorney, It wa...
I first started paying for my own car when I got my first job as an ERISA attorney, It wa...
The snowball effect is a term for a process that starts from something that is small and ...
I joke that you will hear many announcements about pooled employer plans starting, but ve...
AFS 401(k) Retirement Services, LLC (AFS 401(k) Retirement Services) and AFS Financial Gr...
When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know ...
It sounded like a great idea at the time. An alumni association for a student organizatio...
They say change is good. Some changes are good, and some changes have growing pains. I’...
Most errors I have seen through plan audits are typical. It’s usually late deferrals or...
The best thing I did in my professional life was starting my own practice. The only thing...
There is still big business with small plans. Empower has reported it has achieved sal...
The Internal Revenue Service finally released regulations for 401(k) plans for long-term,...
Employee Fiduciary, LLC has launched a new calculator to demonstrate the future value of ...
These are hectic times, so we always look to what participants do in the 401(k) plans to ...
It’s amazing sometimes how people are blind to conflicts of interest that are as clear ...
I’m the guy who will travel to a Target further from my home because the Target in Farm...
The warranty in the electronics business is gravy for the retailers who sell it. You’ll...
For plans that require an independent audit, the point of the audit is to determine the f...
Inflation is affecting retirement plan limits again. Starting in 2024, employees can c...
Registered investment advisor (RIA) Creative Planning announced the purchase of Mesirowâ€...
The Department of Labor proposed a new fiduciary rule. The proposed rule would end the...