Author Archives: admin

My son loves autograph signings. The enjoyment for me is dependent on whether the show is run well. That means the signees show up on time and there is a process in place to hold the showgoers in a manageable … Continue reading →

The controlled group rules, basically say that in many circumstances, companies with similar ownership will be considered as one company. The rules were put in place to stop abuses of excluding rank-and-file employees from retirement coverage while benefiting the highly … Continue reading →

According to a recent study, there are 29.2 million forgotten participant 401(k) accounts that hold $1.65 trillion in assets, up from 24.3 million and $1.35 trillion in 2021. That is 25% of all 401(k) plan assets. That is an incredible … Continue reading →

Nationwide is teaming up with Morningstar Retirement by offering a new managed account service that merges custom retirement strategies with direct advisor involvement. Financial advisors who work with retirement plan clients will be able to leverage Morningstar Retirement’s advisor-managed accounts … Continue reading →

Empower announced partnerships with several asset management and insurance providers to offer a range of in-plan and out-of-plan guaranteed income solutions to its defined contribution (DC) plans. Partnerships with American Century, American Funds, and other providers will offer annuity and … Continue reading →

I have been blocked by 3 of the sitting 7 members of my local board of education on social media because it’s my opinion that they’re doing a bad job. Imagine that, a publicly elected official with such fragile egos, … Continue reading →

I work as the attorney for a not-for-profit organization, at least as the attorney for the board. It seems all the dysfunction I saw working with the College Republicans, the Stony Brook Statesman newspaper, the synagogue, and those law firms … Continue reading →

The CFP Board through a survey, claims that about 97% of Americans agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client’s best interest, including rollovers. … Continue reading →

Jay Leno had better ratings than David Letterman. Avatar drew more money than Black Panther. PC outsells Mac. Popularity doesn’t mean better. It never has, it never will. So if a potential plan provider will tell you how big or … Continue reading →

People will say that when it comes to retirement savings, the glass is half empty. I see it as half full. According to Vanguard, a record-breaking 43% of participants raised their rate of salary deferral into retirement savings. People will … Continue reading →