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Make sure everyone is on board with the change

Sometimes no matter how hard you work on a plan and do such a great job, oe person working...

Many times, plan sponsors don’t get it until it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of ...

What Phyllis Borzi got wrong

It’s been about 4 months since Phyllis Borzi left her position as the head of the Employ...

The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two s...

Yes, DOL audits are more terrifying

I have to see that as after 18 years, there is very little I fear and I fear of retirement...

Guardians of the Galaxy Volume 2 shows again how spare parts can be whole

I’ve read comic books on and off since I was a kid and for the life of me, I had no idea...

401k Loans: The Worst Possible Investment

Taking a 401k loan is such a bad investment choice that it should not be allowed in any 40...

Culture Can Only Change From The Top

I was leaving a position as an ERISA attorney at a third party administration (TPA) firm f...