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Don’t Let Vendettas Cost You

I’m sure people who have heard of me in my local village might say I’m difficult in th...

The Lesson from Sears

Sears is going to close its doors one day. You know it’s going to happen, they don’t h...

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...