One of my favorite sayings is: “The road to hell is paved with good intentions.” To me, it’s a reminder that even when we mean well, things don’t always turn out the way we hoped. A big part of what I do is help advisors and brokers build their ret...
If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re missing the plot. But if you’re only talking about SEP-IRAs, you’re missing the opportunity. I’ve always said that plan providers, especially TPAs, nee...
There’s a hard truth about being a plan sponsor or a plan provider: you can be doing everything r...
When I look back at my time as an employee, before I ran my own practice, before I was speaking in ...
If you’re a plan provider—advisor, TPA, recordkeeper, or pooled plan provider—you’ve probab...
I once volunteered for an organization where I flat-out said the leadership—excluding myself—wa...
Vanguard’s latest report makes a blunt point: allowing collective investment trusts (CITs) in 403...
Without fail, every single day—like clockwork—I get a handful of emails trying to pry their way...
There’s a hard truth in life, and I learned it the long, slow, and silent way: if you don’t spe...
Absolutely. Here’s your piece in the voice of Ary Rosenbaum—refined for tone, rhythm, and clari...
