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Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. There isn’t much room for miscommunication. When dealing with clients, miscommunications can lead plan sponsors to some huge mistakes. Everything you write...

Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. We played them in preseason. I mean, who the hell takes the third game of the preseason like it’s bullshit? Bullshit! We played them in the third game, everybody pla...

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Optimum for ab...

Take the criticism, it’s part of the job

Even back then in college, I knew when things weren’t right. I was the Managing Editor of the Sto...

Pay the correct amounts

I had to be the Larry David here, but one of my gripes as a plan fiduciary and ERISA attorney is wh...

Know when it’s time to go

When looking at organizations, both businesses and charitable places, I’m always amazed why peopl...

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing environment. If...

Let people unsubscribe from your emails

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

The legend in his own mind

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

Their feelings matter

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