Category Archives: Retirement Plans

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of plan sponsors with their advisors improved to 70 percent last year, reflecting a nice increase from 2010 when it was just 57 percent. While they seem to be happy, … Continue reading →

You’ve heard people screaming up and down about the fiduciary rule. They just had someone screaming that the fiduciary rule is a boon for lawyers (thank you) and that 100,000 to 150,000 advisors will leave the 401(k) business. You’ve also … Continue reading →

My newsletter geared towards retirement plan providers can be found here.

My latest article on JDSupra.com dedicated to the life and work of Rich Laurita can be found here.

My latest newsletter geared towards financial advisors can be found here.

Please check out that401ksite.com for all news related to 401(k) plans and beyond.

My latest JDSupra.com article can be found here.

While I went to law school for a law degree and stayed an extra year to get a tax LLM degree, my feelings about the law is as simple as: “the rules are the rules are the rules.” Maybe it’s … Continue reading →

As a former, recovering Vice President of a synagogue, I’m always interested in how other synagogues attract new members. When I was the Vice President, I was in charge of membership and I always tried to bring in new members … Continue reading →

Most brokerage firms are staying mum about how they intend to meet their requirements under the new fiduciary rule in 2017, but some have tipped their hands and are going to go the approach that I thought they would. State … Continue reading →