Monthly Archives: November 2016

My latest JDSupra.com article can be found here.

The Department of Labor (DOL) issues the first of a few Q&As to help with financial advisors to cope with meeting the requirements of the new fiduciary rule coming down the pike in April. For those hoping for some sort … Continue reading →

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock market and mutual funds. That got plan sponsors wanting daily valued participant directed 401(k) plans and that helped put almost an … Continue reading →

A few weeks back, I had the pleasure of interviewing Ross Marino from Rekon Intel and he told me about a non-profit they set up which you can find at www.missionmadeglobal.org. I commend Ross on giving back to the community … Continue reading →

When I was younger and it involved with student organizations, there was this saying that you should give people a title and get them involved. Making someone the assistant editorial page editor at the school paper was fine as long … Continue reading →