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You Know 3(38) is a big thing when a big provider plays ball

You knew the Atkins diet craze was a big thing when a company liked Kraft started offering...

Roth 401k, Pre-Tax 401k, Or Both?

401k plan participants often wonder whether they should contribute their hard-earned money...

You Are Replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan&#...

You Won’t See This Again #3: Real Competition for the WWE

I have been a wrestling fan since 1983; so don’t judge me. While it’s pre-determined, ...

DOL Fiduciary Rule Delay, Don’t Count on It

There are some rumors about a delay in the Department of Labor Fiduciary Tule expected to ...

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want...

Interview: Mike Alfred, BrightScope

I met Mike and Ryan Alfred when they first started Brightscope and right out of the gates,...

Sometimes it’s about control

As a retirement plan provider, you meet a potential client and you just do so well in the ...

There is only one common thread about bad 401(k)

I always say one of the beauties of retirement plans is not one is alike. They are like sn...

Meeting Client Expectations Even If You’re A Super Lawyer

A few weeks back and I was waiting at the train platform and I met a former client of mine...