"A great program for holding 401(k) plan advisors accountable toward making progress in this business. They have great material and continue to make it interesting."
~ Ted Benna, "Father of the 401(k) Plan"

August 2010

Time to Get Your Service Agreements Updated

August 31, 2010 (comments: 0) | add a comment >

The Department of Labor recently provided the final regulations to pending 408(b)(2). These will be effective...

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Finding The “Pea-Guy” In 408(b)(2) Final Reg. Fee Disclosure!

August 15, 2010 (comments: 1) | add a comment >

Remember the guy on the street corner with the little table and the three walnut shells? He would call out to an unsuspecting passerby, “$25 to find the pea, $25 to find the pea." Living in New York City, I used to love watching this guy in action,

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