close

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hirin...

The legend in his own mind

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

Their feelings matter

Going for that annual review was like going to a dentist if I had cavities. You know it w...

Withdrawal numbers are scary

According to FinanceBuzz, 40% of Americans with retirement accounts have taken money out ...

T. Rowe launces lifetime income product

Everyone is pushing lifetime income options for retirees because the fear is that there w...

#LGM

I have been a baseball fan since I was 7 in 1979 when the next-door neighbor was heavily ...

Live up to your fee arrangement

I work (outside of plan audits) on a flat fee basis. What I say is the price is the price...

The issue with 3(16)

Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(1...

Automatic Enrollment mandate will lead to a whole host of problems

I was against Automatic Enrollment before I was for it. When it finally became part of th...

Wealth Enhancement Group makes another purchase

Wealth Enhancement Group, a wealth management firm with more than $94.7 billion in clie...