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Being Responsive Is Still a Competitive Advantage

Technology has transformed the retirement plan industry. We have automated workflows, int...

Crazy Dad in Chicago

There are moments as a parent when you realize you’re not just raising your childâ€...

What Were They Thinking? The Apple Newton

The Apple Newton was one of those products that looked like the future. The problem was t...

Congress Is Taking Aim at Mega IRAs. Here’s What Plan Sponsors Should Know

For years, Congress has debated whether retirement accounts were being used for retiremen...

Experience Has Taught Me That Small Mistakes Rarely Stay Small.

One of the biggest misconceptions in retirement plan administration is believing that a s...

The Clients Who Sleep Best at Night Do These Five Things.

After nearly three decades working with retirement plans, I’ve noticed something. ...

The COO Who Taught Me Everything Not to Do

Sometimes the best career lessons don’t come from a mentor. They come from someo...

Moving the Form 5500 Deadline to October 15? I’m Not Sold.

There’s bipartisan legislation making its way through Congress that would move the ...

Every Operational Failure Starts With Someone Assuming.

I’ve spent nearly three decades working with retirement plans, and one thing has be...

Stop Selling Price. Start Selling Risk Reduction.

Every plan provider has heard it. “Your fees are too high.” Maybe they ...