A Plan Advisor Should Be Careful About Their TPA Referrals. They need to. There was a time when a 401(k) financial advisor could get 75 to 100 basis point working on a plan, those were the days of wine and roses. Now...more
A friend of mine called me up a few weeks back and was telling me a story how he had a debate with Jeff Richie from Vantage Benefits at a conference a few years back. Richie claimed he had some writing from the Department of...more
Trying To Understand A Plan Sponsor's Irrational Decisions Isn't Easy. It's hard to make sense of irrational decisions, but here is a starter. As retirement plan providers, we know that it's very hard to recruit new...more