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Inject Life In Enrollment Meetings

When it comes to oral or written communications, it’s important that you play to your au...

The easiest mistake most 401(k) plan sponsors make

The road to hell is paved with good intentions and that’s how I feel when it comes somet...

What Were They Thinking #29” Billy Squier’s career torpedoed by a music video

Homophobia is still a thing; I have two male relatives who don’t want to sleep on flower...

They can’t see it, since they caused it

A few years back, I had the worst call with a prospective client in the 19 years I have be...

Goodbye Lois

I treat people the way I want to be treated and I carry a grudge against the select few wh...

The problem with NASCAR

Nobody really wants to talk about it, but NASCAR is in bad shape. While NASCAR enjoyed a b...

Consider how an advisor uses other plan providers

What makes a good retirement plan financial advisor? Well it takes an attention to detail,...

What Were They Thinking #28 The train wreck of SNL ’80

Saturday Night Live is an institution and when the original cast (minus Dan Ackroyd and Jo...

Connecticut gets it right for Non-ERISA 403(b) plans

One of the things that most people forget about fee disclosure as it pertains to retiremen...