27 Mar 2015

Are Retirement Planners Whistling Past the Graveyard?

The retirement situation is changing so rapidly that it’s not realistic to continue practicing retirement planning like advisers did a few years ago. The new political and investment reality is leaving most financial pros in the dust. Their clients know more about these basic changes than the professionals. The demise of

Chuck Epstein 0
19 Apr 2012

Revenue sharing lawsuit costs plan sponsor $35 million

In what is being called the first suit involving revenue sharing and fee disclosure and heightened transparency, a Missouri company has been ordered to pay $35 million to current and former plan participants. The lawsuit  (Ronald Tussey et al v. ABB Inc. et al, Case No. 2:06-CV-04305-NKL, United States District

Chuck Epstein 0