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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...

Farewell Tours never say goodbye

Kiss is on my favorite bands and when they announced a Farewell Tour for 2000, I didn’t ...