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Pick up the phone

I always say one of the main reasons that a provider gets fired is when the plan sponsor feels that the provider doesn’t care and one of the main reasons is when the plan sponsor can’t get their phone call returned.   I worked at a third party adminis...

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The New Fiduciary Rule is Dead, Jim

In a move that should shock no one, the Department of Labor (DOL) pretty much left the fiduciary rule to die by rolling over and effectively letting the rule die. The last deadline for resuscitating the fiduciary rule passed when the DOL’s declined to ask th...

The DOL is still targeting late deferrals

It should be the simplest thing to do, yet so many plan sponsor fails to do it. What I’m...

That 401(k) Conference debuts at Citi Field

The crazy idea of starting another 401(k) Advisor Conference plus adding some unique eleme...

The Plan Sponsor may not see how great you are

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose...

You see how large 401(k) providers can treat their employees

I love Clint Eastwood movies and one favorite is “In The Line of Fire’.  John Malkovi...

Tell your TPA what you’ve got

As a plan sponsor, you really need to let your third party administrator (TPA) what you ha...

Learn to say no

I always believe that regardless of whether it’s business or in regular day-to-day life,...

What Were They Thinking #51 The Arch Deluxe

When does a burger become a flop? When it costs $300 million, which is what the Arch Delux...

Don’t shrug your shoulders

One of my pet peeves out there is when you give a list of complaints to a business or an o...