Clearly retirement plan providers aren’t doing enough
According to the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, most...
According to the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, most...
When I was at law school at American University Washington College of Law, I was the Execu...
I may not remember what I ate for lunch yesterday, but I remember everyone who was ever ni...
This summer will be Camp Ary as both of my kids had their camps canceled for the summer, t...
It’s great that the Department of Labor (DOL) has finally embraced the electronic disclo...
The Internal Revenue Service (IRS) Voluntary Compliance Program (VCP) is one of the best m...
When fee disclosure regulations were promulgated in 2012, you could see the changes a mile...
I knew Jeff Richie from Vantage Benefits, spoke to him a couple of times ago, and wrote an...
I always joke that anytime there is a snowstorm, the local channels should just recycle th...
The Department of Labor (DOL) released some new guidance that might facilitate the inclusi...
According to a report from Reuters, Massachusetts Mutual Life Insurance Company (MassMutua...
The Internal Revenue Service (IRS) is providing temporary relief from the physical presenc...
While many of us are working in the office, many are not, and almost all of us aren’t go...
We live through troubling times and when we live through troubling times, people act very ...
On June 3, 2020, the Department of Labor (DOL) issued guidance stating its view that plan ...
We live through troubling times and when we live through troubling times, people act very ...
When it comes to my law practice, I have an open phone call policy. I entertain phone call...
Years ago, a lot of financial advisors weren’t aware of their role as a retirement plan ...
My experience at law school could probably be summed up by one event. For first-year law s...
I am always against conflict of interest, going back to the day pre-fee disclosure when pr...