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The problem with pushing other providers

Many larger third party administration (TPAs) firms, especially those owned by insurance c...

Are 401k Plan Loans Double Taxed?

Are 401k plan loans double taxed? As outlined in the example below, it appears that the pr...

Advisors Should Care About Plan Design

In sports and in business, you are only as good as the team that you are on. I have been o...

Plan Design And Tax Deductions

If you’re a retirement plan sponsor, why should you care about plan design? Retirement p...

What Were They Thinking #15? The Apple Newton

Apple Inc. has a checkered history of success and failure. While they have been hitting ho...

What Were They Thinking #14? Three’s A Crowd

The late, great Chuck Barris was one of the greatest and most creative television game sho...

Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Sinc...

It’s a mistake to only focus on fees

I remember as a kid that there was move to use margarine because of the cholesterol that w...

You have a choice in who you hire as a plan provider

A few weeks back, I signed up my daughter with a new summer camp after she was at her prev...

Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say...