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Posts tagged ‘Fiduciary’

Throwback Thursday: Look how much 403(b) plans have changed in 10 years!



Now, I don’t consider myself particularly hip to pop culture, but I recall having seen some references to “Throwback Thursday” on social media. In the interest of this phenomenon, I started to think about what 403(b) plans looked like 10 years ago. How much have they changed? Flashback to…

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Decoding the DOL Proposed Fiduciary Regulations



Are you the type of person who loves or hates change? I’ve found over the years that change is inevitable, so I try to focus in on the positives and keep my eyes ahead. Most of the time change pushes me to a better outcome because I am forced to rethink about the way things have always been done.…

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