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IRS announces retirement plan limits for 2019

It’s that time of the year to prepare for next year, so the Internal Revenue Service has...

That 401(k) Conference to hit Kansas City in May

I am proud to announce That 401(k) Conference will be emanating from the confines of Kauff...

Speak up or it won’t get better

Many years ago, I was an associate at a law firm that worked with a third party administra...

The Fiduciary Rule lives on

As referenced in the episode “The Foundation” from Seinfeld, Dr. McCoy did say at the ...

The problem with Netflix

I once owned shares of Netflix and it was a profitable endeavor. I took my profits and ran...

What Were They Thinking #56 Cheetos Lip Balm isn’t the taste you want

Companies with popular products, always crave a brand extension because it can create extr...

Managing Your Plan is all about a process and not a result

  We’ve been conditioned in life that everything is about results. I know from law ...

Clearing up my views on producing TPAs

A few weeks back, I published a blog post on some third-party administrators (TPAs) are no...

Let’s not be celebrating about Open MEPs yet

My daughter is 11 and will be celebrating her 12th birthday this October 25th. When she wa...

There are no guarantees in this business

I was in college and a political friend guaranteed that if we formed a political party to ...