Monthly Archives: June 2016

ERISA Fiduciaries: What The Numbers Really Mean

My latest JDSupra.com article can be found here.

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MEPs primed for a comeback?

My mother would always tell me that fashion is cyclical and that what was popular once will fall out of disfavor and will become popular again. I was a child in the late 1970s and 35+ years later, ruffled dress … Continue reading

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DOL Sued over Fiduciary Rule

One of the questions that I am repeatedly asked is whether the Department of Labor overreached their rulemaking capability by applying their new fiduciary rule to Individual Retirement Accounts (IRAs). I always tell people that will be for the courts … Continue reading

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Always Be Engaged

When I was at Stony Brook for college, there were many student organizations that would have tables in the Student Union to attract new members. So many tables would have their members reading or doing something that distracted them from … Continue reading

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Advisors Advantage

My latest newsletter geared towards retirement plan professionals can be found here.

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