It’s a changed and less profitable world for financial advisors
In the good old days of participant-directed 401(k) plans, a good chunk of financial advis...
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 (...
There is a running joke from my wife where she tells me that despite 13 years of marriage,...
I’ve been a big fan of comic books since I was a kid and have enjoyed the last 16 years ...
There have been around 20 class action lawsuits filed against universities for high cost 4...
I don’t pull any punches, so I have certainly written many articles about plan providers...
I know a thing or two about the virtues of flat fee billing, have done my legal work on th...
When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wan...