An Interview with Brooks Hamilton

Brooks Hamilton is an independent pension fiduciary and founder of Brooks Hamilton & Partners. Brooks is a native Texan and received a Bachelor of Science Degree from the University of Houston in 1958, and his Juris Doctor Degree from Southern Methodist University School of Law in 1963. Starting at age twenty-two, Brooks has now worked continuously and exclusively in employee …

Real Time Fee Monitoring

BrightScope was recently at a conference held by Charlie Epstein, the 401k Coach, in Tabernash Colorado.  One of our fellow speakers at the conference was ERISA attorney Marcia Wagner. Marcia is a well-respected ERISA attorney who has a great understanding of where the 401k marketplace is going and what prudent fiduciaries need to do to protect themselves. In her presentation …

Retirement Skydiving

Dan Solin has a new book coming out called ‘The Smartest Retirement Book You’ll Ever Read.’  I haven’t had the opportunity to read the book cover-to-cover yet, but the marketing is great. My favorite line:  “Eh it’s 50/50, but we get their wallets 100% of the time.”  Classic. httpv://www.youtube.com/watch?v=mpoiZRo5kmY

Investment Advice and Retirement Plans

H.R.2989: 401(k) Fair Disclosure and Pension Security Act of 2009 Chairman George Miller’s latest bill to address issues in the retirement plan marketplace, H.R.2989, has two significant sections for the defined contribution marketplace. The first, “401k Fair Disclosure for Retirement” requires enhanced fee disclosures to plan sponsors and participants. The second, “Prohibition of Conflicted Investment Advice” seeks to reduce conflicts …