Putting yourself as #1 is when you get into trouble
If there is one situation that I see consistently with plan providers landing in trouble,...
If there is one situation that I see consistently with plan providers landing in trouble,...
I always say that the reason I don’t have employees is I was an employee once too. My j...
When I was a Vice President of a synagogue, I knew the position was hopeless because I wa...
The thing I hated most of my time at that certain Long Island law firm was that the only ...
Vanguard has announced that they will introduce an auto-portability service for its 401(k...
I invested in cryptocurrency, turned on into it by Mike Alfred, who I know from his Brigh...
That 401(k) Conference completed its trio of 2020 rescheduled events with a September 29t...
The possibility of a Federal mandate for retirement coverage through an employer plan or ...
Non-ERISA 403(b) plans are still one of the stains of the retirement plan business becaus...
That 401(k) Conference hit Minneapolis on September 24th at Target Field. Attendees were ...
If people pass on enough incorrect information out there, you start to believe it. When I...
In the good old days of participant-directed 401(k) plans, a good chunk of financial advi...
When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people k...
You’ve got a lot on your plate as a retirement plan provider and the last thing you nee...
Houston’s Minute Maid Park, the site of That 401(k) Conference will be the 20th Major L...
A character in This Is Spinal Tap said it best: “there is a fine line between being cle...
Someone I know was let go during COVID in April 2020. Thankfully, they were reemployed ra...
I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since...
The one drawback in the fee disclosure regulations was that the Department of Labor (DOL)...
The sales process in the small to medium-sized retirement plan business is slow. It’s s...