SECURE Act makes those late 5500s more costly
One aspect of the SECURE Act that many commentators failure to note is that it’s mor exp...
One aspect of the SECURE Act that many commentators failure to note is that it’s mor exp...
The non-ERISA §403(b) space is the last bastion of high, hidden costs in retiremen...
With less than 2 months away, the agenda for That 401(k) National Conference is shaping up...
Hall of Fame reliever Rich “Goose” Gossage will be a special guest at That 401(k) Nati...
For the past 7 years, fee disclosure has certainly helped you as a plan sponsor to finally...
I was a first-year law student participating in moot court, just because all second-year s...
Every time I’ve spoken to other plan providers about sure things they are working on, al...
I’m on Facebook and I post more than I should. Yet, I try to avoid posting in the local ...
A long time in a galaxy, far far away (the time before fee disclosure regulations), I talk...
Two former employees of Trader Joe’s have sued the company alleging breaches of fidu...
The required minimum distribution rule for both qualified plans and individual retirement ...
Plan sponsors with their proprietary funds have a unique problem. Using proprietary funds ...
I was born in 1972 and aside from fashion, music, and interior decorating, I’m a fan of ...
Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about th...
The biggest change under SECURE Act is the treatment of long-time, part-time employees und...
My parents didn’t take me to many movies as a kid (for one reason or another), but they ...
I once had a law school professor who joked that we change the bankruptcy laws to give bus...
A financial advisor called me and asked me if there was a problem that an insurance policy...
If you have a great product, but lousy distribution, you’re not going to do well. Yet th...
There is nothing wrong with free unless there is a hidden cost involved. Small business pl...