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Committees need a dedication to the process

The best retirement plan committees I’ve seen are dedicated to the process. That means ...

The inefficiency of plan design

When you start fixing up the house (for me, a never-ending battle) and replacing applianc...

Plan provisions that every 401(k) plan should have

I probably have drafted and amended thousands of plans over the years and every plan has ...

Your reputation is everything

I have been practicing in the employee benefits world for almost 26 years and the beauty ...

The skin in the game

The reason I charge $100 a person (or usually $50 a person if they bring multiple people)...

It takes effort to be mean

As I mentioned elsewhere, I took my daughter on a day trip to FanExpo Boston to meet her ...

Some participants have no idea they’re not deferring

According to a survey by Principal, 59% of employees who are not contributing to their 40...

A committee is all about managing personalities

I have seen so much organization dysfunction in my life and it probably dates back to som...

A committee is all about the better good

I worked at a law firm that supplied dinner if you stayed later. It was cool until you re...

Don’t be weird about invites

I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and th...