Every edition we have ever published, in reverse order, so the most recent mistake is on top.
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Recordkeeper Disables New AI After It Recommends a Different Recordkeeper
Engineers could not find an error in the answer. After retraining, it thanked the sponsor for her patience.
Also: The Committee Asks Meridian to Review Its Own Replacement · The Sixth Relationship Manager · Gary Is in Cabo
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The Exhibit Hall
LIAR Annual 2026. Three empty corporate booths. One very busy plumber.
A single-panel cartoon by Staff Fabricator
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Private Equity, Having Run Out of Rich People, Discovers 20-Person Plumbing Company
Every wealthy person in America has been contacted. The plumbers heard “illiquid” and assumed it was a job.
Also: The Partnership, in Two Chairs · Man Borrows Against Retirement to Fund Retirement · Brent Kessling’s Timeshare
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Insurer Unveils First Product Its Actuaries Are Comfortable Giving Away
Halverson’s risk experts agree on the price. The launch party itself is insured.
Also: The Brochure Recall · Who Is Nate Moody’s Sister? · Golf’s Three-Year Track Record
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Advisor Offers to Put Client’s Interests First for Additional 15 Basis Points
Sponsor reviewing service proposal asks what the current fee has been for.
Also: Brent Kessling on Best Interest · ERISA's Prudent Man Found · The Closed-Won Folder
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Fund Company Responds to Decade of Underperformance by Renaming Itself “Five Star Fund Company”
Sales up 340 percent since rebrand; every fund in lineup now carries the words “Five Star.”
Also: The Brother-in-Law RFP · Top 100 to Top 50 · All 19 Fees on Page 84
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The Enrollment Meeting
Slide 4 of 186. Nobody in the room wants to be there, including the people running it.
A single-panel cartoon by Staff Fabricator
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Nation's TPAs Emerge Into Daylight, Ask Whether Sun Is New
October 15 deadline passes; administrators cautiously reunite with families, outdoor air, dog acquired in August.
Also: The Last 72 Hours · I Am Form 5558 · How to Observe TPA Day
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J.D. Carlson Hands Plan Design Consultants to Son Tristan, Returns to Pro Surf Tour After Epiphany on Texas Farm
Founder says both his body and his mind are "set," confirms he will pursue the No. 1 ranking in the world again.
Also: The Tristan Interview · I Am a 403(b) · Form 5500 Achieves Self-Awareness