Browsing Tag
Opinion
327 posts
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Democrats Go All-In on Green 401(k) Agenda: WSJ
“Democrats want to kill your business, so please account for the hospitalization and burial costs.” On Monday, The…
Post-Pandemic: Getting Your Practice and Your Clients to the Other Side of Normal
We are finally seeing some encouraging headlines around vaccines and a potential end to the global pandemic coming…
Bloomberg’s Brainless Attack on 401(k) ‘Middlemen’
401(k) fees are once again in the spotlight, with Bloomberg Opinion publishing a piece that critiques their impact…
Be a Chef, Not a Cook, When Serving Up a Great 401(k) Plan
With the help of the Food Network and Hollywood movies, top chefs have become stars in their own…
Another Ridiculous Argument for Wrecking the 401(k)
The framing gives it away. “That $17 trillion in 401(k) and IRA accounts is distributed unevenly …” “Mr.…
Bloomberg’s (Extremely) Bogus 401(k) Fight
“In 2020, there is no tax advantage remaining to the 401(k).” It’s just one of many hot takes…
The Worst 401(k) Plan in America
Recently, one of my 401(k) plan clients for whom I serve as a fiduciary advisor was audited by…
Reg BI and DOL Fiduciary Rule: Harmonizing Two Rules that Fulfill Lower Standards
Trust law is instructional to ERISA, and the Uniform Prudent Investment Act offers a definition of prudence. Both…
Combating The Washington Post’s Ridiculous 401(k) Criticism
Democracy dies in darkness, and so apparently do retirement plans. The Bezos-owned Washington Post is out with a…
‘Climate Apocalypse’ Reason to Discontinue 401(k) Plans
The Earth is in the midst of its sixth mass extinction, so forget about saving in a 401(k).…