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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...

Avoid the Norma Principle

  The Peter Principle is a management theory concept in which the selection of a cand...

Nestle sued over 401(k) plan

Nestle is the latest target of ERISA litigators and is being sued 0ver excessive administr...

The reality of these crazy card prices

Maybe thanks to COVID, but there has been an explosion in auction prices of trading cards ...

Keep politics to yourself

Someone I really respect in the industry posted on Twitter that her husband’s certified ...