Context is king
I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I wa...
I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I wa...
Pooled Employer Plans (PEPs) are in my mind, a nice product. For most of the time, it’s...
You get what you pay for and I think a lot of sole proprietors get that with a free solo ...
On Columbus Day, I was running an errand in my Prius V, and a woman in the right lane cro...
It happened three years ago and I still can’t make sense of it. Where I come from, we c...
Hopefully, COVID will eventually disappear and we can go back to a full schedule of event...
The news comes trickling in for 401(k) plan providers and plan sponsors beating back clas...
Over the past 11 years as a solo ERISA practitioner, I always get asked if that’s all I...
I first started paying for my own vehicle when I got my first job as an ERISA attorney, I...
The Department of Labor (DOL) finally proposed a rule that would allow plan fiduciaries t...
The special guest for That 401(k) Conference in Las Vegas on Friday, January 21, 2022 wil...
We will be live in Las Vegas on Friday, January 21, 2022, at the New York-New York Hotel&...
Any article that states that revenue sharing has been declining in 401(k) plans is statin...
The snowball effect is a term for a process that starts from something that is small and ...
I was a Vice President of a synagogue once and the biggest problem I had is that the peop...
You must know about the shoemakers’ children and how they go barefoot and have no shoes...
I work in an industry that has a terrible reputation. Not the retirement plan industry, t...
The son of a man killed by a Colombian guerrilla group can obtain money from a 401(k) acc...
With a push for fixed income products, there is n shock that BlackRock is putting a...
When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping...