Growing up, I was a pessimist. I don’t why, but I let any little thing get to me and I realized that being negative, scares people away. That’s why I recommend when dealing with potential clients, don’t harp on the negative that you see with the p...
One of the most forgotten parts of a 401(k) plan is the automatic rollover and who the automatic rollover provider is. I was going through a Department of Labor audit on a terminated plan and they asked me how the automatic rollover provider was hired and what...
One of my favorite Yiddish words is schnorrer. While it means beggar or sponger, it’s essentially ...
When fee disclosure regulations were implemented, there were a few industry chicken littles that sug...
The SECURE Act created much-needed change to the safe harbor non-elective contributions, making it m...
Without fail, every day I get emails that want to target one or more of my important online accounts...
They will tell you that football in this country is king, but yet I never hear any debates about the...
I always say that the retirement plan business is relationship-driven. It’s a business built on tr...
I was a little irritated when a person from my community was appointed to an elected position becaus...
I was an attorney for a third party administrator (TPA) in 2007 and one of our plan administrator sa...
