Focus on what the competition isn’t
When I started my law practice, I started to look at what the competition was doing and I ...
When I started my law practice, I started to look at what the competition was doing and I ...
There are quite a few people who will say that the Department of Labor (DOL) didn’t go f...
As they once said in This is Spinal Tap, there is a fine line between stupid and clever. I...
ERISA requires disclosure of certain plan documents to participants including a summary pl...
As we get closer to 2020, some of the further details about That 401(k) National Conferenc...
That 401(k) Conference had its final 2019 event at the home of the Dallas Cowboys at AT&am...
Advisors ask me all the time of the role of education in participant-directed 401(k) plans...
As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k) ...
One of the biggest problems for my clients after they hire me is that they realize that th...
I use the expression “garbage in, garbage out” if an end of year census report is done...
As I always say, being a mutual fund company with proprietary funds in their 401(k) plan m...
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) released...
I’m stubborn and there are just some things I don’t understand, so hear me out. ...
Cost is an overused consideration for picking plan providers, value and quality are under...
I’m not a fan of reporting legislation, but this piqued my interest. Sen. Pat Toomey (R-...
Charles Schwab, the largest publicly traded discount brokerage firm and of the largest cus...
With a Dallas event at AT&T Stadium in Arlington for December 13th, we will be back in...
Amazon is a mover and shaker in e-commerce and they have a pretty large 401(k) plan now. A...
When it comes to your health, there are certain symptoms you should look out for that coul...
In the past 35 years, it changed on who had to take out a required minimum distribution (R...