Fiduciary Gamechanger: The Cornell 403(b) Decision and What It Means for You
If after decades of advising retirement-plans I learned one thing, it’s this: The law d...
If after decades of advising retirement-plans I learned one thing, it’s this: The law d...
I’ve always said, “You’re only one rigorous process away from averting a major fidu...
I schlepped two and a half hours to meet Gene Simmons at the Chill Out Expo, and I’d do...
If you ever want to know how strong your fiduciary process really is, don’t look at the...
Every year, I see plan sponsors spend thousands on shiny “financial wellness” program...
In the retirement plan world, there aren’t many do-overs. You don’t get to “try aga...
In this business, every conference has that one person who wants everyone to know they’...
When I started in this business, plan sponsors worried about lost checks. Now, they shoul...
I’ve been in this business long enough to know that the only thing “simple” about a...
Somewhere in Washington, someone at the Department of Labor must have a “Fiduciary Rule...
Working with a plan sponsor recently, I was helping sort out a late Form 5500 issue. Pret...
The last time I was in Montreal, I was nine years old. My parents took me there in 1981, ...
The U.S. Department of Labor has announced plans to revisit and likely revise the fiducia...
I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that...
I love networking on LinkedIn. Some of the best connections I’ve made in this business,...
When I was younger, I wanted to get along. I really did. I wanted to keep the peace, stay...
Working on an IRS audit is hard enough. But what’s even harder? When you discover the p...
2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecuri...
Well, here’s a headline you didn’t see coming… or maybe you did, because this is ex...
So, Creative Planning just bought SageView Advisory. Another week, another acquisition in...