Practical wisdom for practice leaders making a change
Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure
America’s most expensive airports
New products, highlights, announcements
A sometimes overlooked provision applies when terminating 401(k) plans
One of the most common—and consistent—inquiries I receive (via e-mail, anyway) is from readers looking for help in choosing a plan provider.
With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
No one business model is “the best”; everyone thrives by virtue of being different
Articles that appeared in the Trendspotting section of the magazine
Every time I turn around lately, it seems there is another news alert in my inbox about 401(k) fees, whether it is some progress being made in Congress on the fee disclosure bill(s), a new lawsuit over plan fees, or some mainstream media report about how much you are “really” paying in your 401(k).
Figuring out how much to charge and knowing whether it’s reasonable