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When I was at college, I was very involved politically. Someone I met my freshman year at...
When I was at college, I was very involved politically. Someone I met my freshman year at...
I think there are two types of leaders: those who lead and those who are enamored with be...
When It comes to developing a great 401(k) and/or cash balance proposal, one of the great...
A financial advisor called me and asked me if there was a problem that an insurance polic...
Creative Planning has agreed to take on Lockton’s $110 billion unit in a deal that incl...
If you’re a closely held business or not, changes do happen. Whether it’s leadership ...
Correcting your plan’s late deposit of salary deferrals by depositing them and making a...
I have worked with several associations in setting up a multiple employer plan (MEP) and ...
Kroger is the latest target in a class-action lawsuit. The supermarket chain has been acc...
401(k) participants can contribute up to $20,500 to their 401(k) retirement accounts in 2...
In another consolidation for the retirement plan business, Ascensus, a recordkeeping serv...
I had two friends running for political office this November and they were great guys. Th...
In communications with other plan providers, clients, and potential clients, you have to ...
I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary ...
I’ve seen plan sponsors do it, I’ve seen employees do it, and I’ve seen plan provid...
With so many fee litigation cases over the last few years, I was concerned that the Feder...
Walgreens has settled a class-action lawsuit after agreeing to pay $13.75 million into a ...
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 ...