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What Were They Thinking #53 The Delta House is no Animal House

Television networks’ record in developing successful television shows from movies are as...

The problem of misplaced loyalty

When I first started in the retirement plan business in 1998, I worked for a law firm that...

On The Form 5500, sometimes the answer lands you in trouble

When you’re filing that Form 5500, just notice that certain answers may likely lead you ...

Less is almost always more

I’ve told the story many times, but I used to work for a well known ERISA attorney at a ...

Don’t let your best employees leave over money

The principal of my synagogue’s Hebrew School announced he was quitting after 16 years t...

Choice in 401(k) Plans isn’t exactly a great thing

In life, giving people a wide variety of choices is a good thing. However, when it comes t...

Yes, they are still in business

I’ve seen the Great A&P go under and some other earth-shattering closings like Toys ...

You can’t be everybody for everything

I have written many articles on the fiduciary warranty and how that is a deceptive practic...

The Death of Ben’s Best

I’ve seen so many stores close over the years like Toys R’ Us and Blockbuster Video, b...

2 For Chicago: Two great 401(k) advisor events and a Cubs game and Happy Hour

I’m very proud to announce that The 401(k) Conference will emanate from the friendly con...