Don’t discount offering participants at least an education
Advisors ask me all the time of the role of education in participant-directed 401(k) plans...
Advisors ask me all the time of the role of education in participant-directed 401(k) plans...
When picking a retirement plan provider whether it’s a third party administrator (TPA) o...
As a plan sponsor, it should be obvious that you need to keep all beneficiary forms on fil...
When I started my law firm about 8 years ago, I had already had a marketing guru who was h...
If you’ve learned anything from me, just realize that anyone can be sued for anything. A...
I love Clint Eastwood movies and one favorite is “In The Line of Fire’. John Malkovi...
In the good old days of participant-directed 401(k) plans, a good chunk of financial advis...
My favorite movie of all-time, but Fletch, the 1985 comedy classic starring Chevy Chase co...
I always say one of the main reasons that a provider gets fired is when the plan sponsor f...
In a move that should shock no one, the Department of Labor (DOL) pretty much left the fid...
It should be the simplest thing to do, yet so many plan sponsor fails to do it. What I’m...
The crazy idea of starting another 401(k) Advisor Conference plus adding some unique eleme...
Aside from my children and my wife, my favorite person of all-time was my grandmother Rose...
I love Clint Eastwood movies and one favorite is “In The Line of Fire’. John Malkovi...
As a plan sponsor, you really need to let your third party administrator (TPA) what you ha...
I always believe that regardless of whether it’s business or in regular day-to-day life,...
When does a burger become a flop? When it costs $300 million, which is what the Arch Delux...
One of my pet peeves out there is when you give a list of complaints to a business or an o...
One of the great joys of my practice is networking with other plan providers. I enjoy meet...
I have been hearing a lot from advisors and plan providers about multiple employer plans (...