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When markets sink, plan sponsors lose interest

When I worked for third-party administrators (TPAs), nothing hurt prospecting more than a...

Carson adds another advisory firm to its network

The Carson Group is adding Oakeson Steiner Wealth & Retirement to its network of more...

SDBA Account Balances are down

Schwab’s Q3 2023 SDBA Indicators Report, a report on self directed brokerage accounts (...

Keybank offers PEP

KeyBank Institutional Advisors (IA) announced the launch of a new pooled employer plan fo...

Don’t change that seat

I hate what they have done to the airlines. For everything, there is a charge. I’m not ...

The Prop Up

The idea of the prop up, and my issues with it, probably started around the 5th grade at ...

The audits might be coming

I have handled more audits in the past six months, than in the past 5 years. Whether itâ€...

The craziness of concert ticket prices

When you have no money, you spend a lot more than you do. At least, that was for me. When...

I can’t imagine the cold emails work

I handle my investments. I work with financial advisors around the country, they are the ...

Audit rule will put some PEPs out to pasture

It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1...