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Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to practice law to be an ERISA attorney, you need to be a CPA to be a retirement plan auditor, you need a securities license to be a financial advisor, but any shmuc...

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What’s In It For Them?

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national ERISA practice and I thought that a great foundation was the firm’s existing business clients. I thought it would make sense since the originating attorney for...

The problem with consolidation in the TPA business

Every week, I check the headline on 401khelpcenter.com and the news part usually involves ...

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party ...

When I don’t get the gig

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of...

Remake and Reboots is all the rage on TV

With talks of a Fraser reboot, a new Magnum P.I., and an updated Murphy Brown coming this ...

Mission Impossible: Fallout is one heck of a movie

There are a few times in my life when I saw an action-adventure movie and was mesmerized f...

That 401(k) Conference to hit Philly this November

That 401(k) Conference will be at Citizens Bank Park this fall. On Friday, November 9th, t...

Know when you should go

Like George Costanza who always tried to leave on a high note in an episode of  Seinfeld,...

What Were They Thinking #53 The Delta House is no Animal House

Television networks’ record in developing successful television shows from movies are as...