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You’re not for them, move on

You’re at a sales meeting and the current plan provider is just doing a terrible job of...

The After Tax Catch Up is a concern

One of SECURE 2.0’s interesting provisions was that people who are highly compensated e...

DOL trying to make it easier to terminate abandoned plans

The Department of Labor (DOL) has filed a rule proposal that will make it easier to wind ...

There are still 401(k) advisors who don’t know what they’re doing

Years ago, most financial advisors were not aware of their role as retirement plan adviso...

It’s always been done that way and maybe it’s wrong

My experience at law school could probably be summed up by one event. For first year law ...

The good guys can say no

I always believe that regardless of whether it’s business or regular day-to-day life, y...

The inefficient plan design

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

The Fear of AI

Artificial intelligence (AI) has always been a concern of mine since seeing Terminator an...

20% fear they can never afford retirement

I’ve been in this business for 25 years and hope for another 25, but fears of people sa...

That 401(k) Conference will return live

After taking 2023, That 401(k) Conference will return live in 2024. We plan on being in A...