Can we do better with automatic rollover IRAs? Yes.
I call myself the “most dangerous ERISA attorney in America” because I’m not afraid ...
I call myself the “most dangerous ERISA attorney in America” because I’m not afraid ...
One thing I did with That 401(k) Conference is to have a price for admission. Sure, there ...
Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) she...
In the retirement plan industry, we have rules and we have guidelines on what to follow. H...
One of the biggest strikes against multiple employer plans (MEPs) may go the way of bellbo...
In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printe...
As a plan provider, it makes sense to create an ancillary line of business if it’s a nat...
Most 401(k) plans have an investment policy statement to serve as a blueprint on how and w...
The last two times I was in Las Vegas, I didn’t gamble a penny. I didn’t gamble becaus...
The worst thing that ever happened to World Wrestling Entertainment (WWE) was when they bo...
For many years, my wife didn’t want to join Costco because she thought that overshopping...
The warranty in the electronics business is gravy for the retailers who sell it. You’ll ...
I don’t believe in coincidence and when something happens twice, it’s a cause for conc...
I am proud to say that I learn something new every day, whether it’s retirement plan rel...
I’m going to say something and that means J.D. Power will never sponsor one of my events...
Massachusetts Financial Services Co. (MFS) has reached a settlement of nearly $7 million i...
For some reason, my unincorporated village doesn’t have a mayor or village board of trus...
When I was a synagogue vice president, I came up with new ideas for events because the old...
I think the one place where the retirement plan industry has failed is in communication to...
I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ...