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Don’t be fooled by euphemisms

My favorite comedian was George Carlin and George had a great act on euphemisms and how to...

Making a PEP out of Solo 401(k) plans?

People with solo 401(k) plans and other smaller plans tend to get very little services. Mo...

DOL thinks Cyber Security is a big deal, so should you

  The Department of Labor (DOL) is interested in the concerns about cybersecurity, so...

Expect more micro plan solutions

  With the implementation of rules that will finally allow Pooled Employer Plans (PEP...

IRS announce 2021 Retirement Plan Limits

It is that time of the year, again. The Internal Revenue Service  has announced inflation...

Don’t let other providers become the stick in the wheels of progress

  I had a friend of mine in college who was involved in student politics like I was a...

Don’t let clients get angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by thei...

Arrogance is a problem

  22 years in the retirement plan business and I have seen quite a bit. Two disasters...

When it’s time to leave

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

You’re Not Here To Make Friends

  There are essentially two types of people at any company: management and the employ...