Monthly Archives: April 2012

The Crime I’ll Never Understand

Posted on April 9, 2012 by admin

A few weeks back, a woman who was serving as a fundraiser for the PTA for my local school was arrested for embezzlement. She has been accused of stealing $5,000 and using part of it to pay for an American … Continue reading →

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How a Financial Advisor Can Grow Their 401(k) Plan Practice Without Really Trying* (*just kidding)

Posted on April 8, 2012 by admin

My latest JDSupra.com article can be found here.

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What Home Depot can tell us how to fix 401(k) plans

Posted on April 3, 2012 by admin

They started the do it yourself craze for home improvement, perhaps they can do the same for 401(k) plans. The Home Depot, which has a $3.7 billion 401(k) plan, has shrunk their plan administrative expenses in half over the last … Continue reading →

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The coming litigation over 3(38)

Posted on April 3, 2012 by admin

I will say it again, I think the offering of an ERISA §(3)(38) fiduciary service is one of the nice developments in the retirement plan business. While the “investment manager” definition has been in ERISA since the beginning of time, … Continue reading →

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Too Many Choices, Too Little Time for 401(k) Plan Sponsors

Posted on April 1, 2012 by admin

My latest JDSupra.com article can be found here.

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