Category Archives: Retirement Plans

My latest JDSupra.com article can be found here.

I need to step away from the multiple employer plan situation for a moment, so my head doesn’t explode. With July 1 around the corner, there has been so much discussion and consideration concerning plan fees. Again, a plan fiduciary … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

My latest newsletter can be found here.

Khan: Kirk? You’re still alive, my old friend? Kirk: Still, “old friend!” You’ve managed to kill everyone else, but like a poor marksman, you keep missing the target! Like Khan Noonien Singh’s faulty aim, the Department of Labor (DOL) seems … Continue reading →

My latest JDSupra.com article can be found here.

I believe in the idea of open multiple employer plans (MEPs) because when done correctly, it can serve as a cost effective solution for many (not all) smaller plans that might have been forced to pay higher fees if they … Continue reading →

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure on the horizon, it is still difficult to … Continue reading →

I was featured in a recent Benefitspro.com article, please click here.