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The problem with flying

Now that my kids are older and realizing that I need to be out there to meet plan provider...

That 401(k) National Conference, Where Fun Meets 401(k)

The idea behind That 401(k) Conference was to start fun 401(k) advisor events around the c...

That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, Septemb...

The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer pla...

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Ri...

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the countr...

Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is th...

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it bette...

As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, ...

One of the biggest problems is unmet expectations

I have a lot of opinions and I’m not afraid to express them. One of the things that get ...