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Running Out Before the Finish Line: The Retirement Fear No One Wants to Admit

There’s a quiet shift happening in retirement planning, and it’s not about markets or...

That 401(k) Conference at Wrigley Field: Where Baseball and Retirement Plans Collide

April 16th wasn’t your typical day at Wrigley Field. No ivy drama, no late-inning heroi...

Conversions: Where Reputations Go to Die

Every provider will tell you they’re great at conversions. It’s part of the script. S...

Your Process Is Your Product

Recordkeepers and TPAs love to sell features. Better participant portals, more investment...

The Hidden Cost of “Free” Plans

Everyone loves the word “free.” Especially plan sponsors. If a provider tells you the...

The Real Risk Isn’t the Market—It’s Your Process

Plan sponsors spend an incredible amount of time worrying about investment performance. T...

Auto-Enrollment Is Easy—Until It Isn’t

Auto-enrollment is one of the best things to ever happen to retirement plans. It solves t...

Meeting Terry Bradshaw—The Way You Remember Him

I met Terry Bradshaw at a card show, and this one meant something. My son had wanted to m...

What Were They Thinking? Cats (2019)

What were they thinking? That’s not even criticism—that’s the only logical reaction...

I’m Still Here

There’s a certain kind of victory that doesn’t come with applause. No trophy. No reco...