Login
Is Conflict-Free Investment Advice More Expensive than Conflicted Advice?
Opponents of the DOL Fiduciary Rule say conflict-free 401k investment advice is cost prohibitive; they are wrong.
Read More
“Bundling” 401(k) services with other corporate services can result in fiduciary liability
Small business retirement plan sponsors have a duty to avoid conflicts of interest and self-dealing.
Read More
Watered-Down Fiduciary Rule May be the Best Case Scenario for Investors
DOL Releases Their Long-Awaited Fiduciary, or “Conflicts of Interest,” Rule.
Read More
Online 401(k) fee analyzers are a marketing gimmick; fiduciaries and participants should avoid them
It’s important for a 401k fiduciary and participants to understand the significant limitations of online 401k fee analyzers.
Read More
Beware of Surrender Charges and Other Extraordinary 401(k) Fees Charged by Insurance Companies
Insurance company variable annuity products are bad for both small business retirement plan sponsors and 401k participants.
Read More
Jerry Schlichter Interviewed by Frontline; 401(k) Sponsors Should Take Note
Jerry Schlichter Interviewed on Frontline; Tibble vs. Edison case may change 401(k) investment monitoring standards.
Read More
DOL’s Fiduciary Rule Advances to OMB; Not Everyone is Happy about It
Why the DOL’s Fiduciary Rule is good news for small business retirement plans.
Read More
Target Monthly Income and not an Account Balance When Saving for Retirement
Income replacement should be the target when saving for retirement
Read More
Evaluating 401(k) Providers: Separating Commodity from Value-Added Services
When shopping 401k providers for your small businesses retirement plan, it's important to separate commodity from value-added services.
Read More
NAPA stakes a position against the DOL’s fiduciary rule
NAPA is missing the point of a fiduciary rule. DOL is saying it’s too easy for unscrupulous or incompetent brokers to steer investors to products with higher fees.
Read More