The DOL is Right to Scrap the Annuity Safe Harbor
The Insured Retirement Institute (IRI) is once again carrying water for the annuity indus...
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The Insured Retirement Institute (IRI) is once again carrying water for the annuity indus...
When Congress passes a bill with a title like the “One Beautiful Bill,” you can alrea...
A new Empower survey has made some waves in the retirement plan industry. According to th...
One of my favorite movie scenes in Donnie Brasco is when Lefty and the crew bust open cit...
When it comes to retirement plan litigation, the common theme I’ve noticed over the yea...
Years ago, back in law school, I was the Executive Editor of the student news magazine. I...
Dallas has always been my favorite television show, and it’s not just nostalgia. I was ...
In the retirement plan business, I’ve watched too many plan providers obsess over compe...
One of my favorite sayings is: “The road to hell is paved with good intentions.” To m...
I’ve been a fan of the Fantastic Four for over 40 years. Reed, Sue, Johnny, and Ben—M...
If you’re old enough to flip burgers, serve coffee, or serve your country at 18, you sh...
Word on the street is that President Trump plans to issue an executive order promoting pr...
The Department of Labor’s Employee Benefits Security Administration (EBSA) just dropped...
You can cut corners in business. You can play fast and loose with your vendor contracts. ...
If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs,...
By law, at least by Long Island law, you’re required to love Billy Joel. It’s like ba...
Let me start with a confession: I love Bitcoin. I admire what it represents—decentraliz...
I love Bitcoin. I love private equity. They’re two of my favorite investments, personal...
Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approxim...
Sometimes, in the strange world of ERISA litigation, you get a surprise. And in Hutchins ...
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