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Talent and hope

I was never going to be the guy—the one people rallied around, the golden child, the an...

The Best Person for the Job Doesn’t Always Get It

If you’ve worked in the retirement plan industry long enough, you’ve had that moment ...

The Ones Who Were There (and the Ones Who Weren’t)

In this business—the retirement plan business, the ERISA world—you don’t build anyt...

Advertising Won’t Fix a Broken Culture

I’ve been working with organizations—political, civic, religious, and business—sinc...

Signs of an Unhealthy Plan

When it comes to your health, there are signs—little warnings your body gives you—tha...

The whole problem with loans

When I draft a new 401(k) plan for a client, one of the first provisions I’ll recommend...

Fenway, Cheers, and the Chicken Caesar That Marked My Turning Point

A few weeks ago, I took a trip up to Boston to see the Mets play the Red Sox at Fenway Pa...

United Health is latest 401(k) forfeiture lawsuit

UnitedHealth Group is the latest big-name employer to get hit with a class action lawsuit...

Third Book will be Full Circle

I have written two books that many of you haven’t heard about: How to Succeed in the...

Empower to offer 401(k) private equity investments to participants

Empower recently made headlines by announcing a bold new initiative: giving defined contr...