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Sonic: Better Marketing than food

Sonic Drive-In is a company that is an absolute genius in marketing because they blanket t...

Oracle’s 401(k) and what doesn’t look right

A district court judge has ruled that Oracle will in have to defend itself regarding its 4...

What Were They Thinking #11? Supertrain gets derailed

The Los Angeles Clippers were the biggest joke in sports for futility before they got Chri...

Refreshing a stale 401k plan

Problem Encountered We received an RFP from a manufacturing plant owned by a foreign based...

The 2017 JDSupra Readers’ Choice Award Winner

Thanks to all my readers, I was awarded again, a JDSupra.com Readers’ Choice Award Winne...

Be accountable to your clients

People don’t like to be accountable for the most part. It’s just human nature to blame...

Doctor Group Mergers

Problem Encountered We had a longstanding client relationship with a 12 partner Orthopedic...

Interview: James Olson

Q:  How did you start in the retirement plan business?   A: In the early 90’s I wa...

If you cook the food, you should have a say in how the groceries are picked

If there is one famous quote that’s landed me in trouble, it’s one from my favorite fo...

Should 401k Plans Offer Only Index Funds?

A number of retirement plan experts believe that 401k plan participants should only be all...