When I travel to a stadium or a game, I’m a beer snob and I will walk around to find a beer that isn’t Bud, Coors, or Miller, or even Blue Moon. I always like to use beer as an example when it comes to the retirement plan business because there is a connec...
One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been advisors who scoffed at paying a fee to attend, but I’ve been to too many free 4401(k) related events. When you don’t charge for admission, it gives ...
Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of inve...
In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printers in thos...
As a plan provider, it makes sense to create an ancillary line of business if it’s a natural carry...
I don’t believe in coincidence and when something happens twice, it’s a cause for concern. Withi...
I am proud to say that I learn something new every day, whether it’s retirement plan related or so...
For some reason, my unincorporated village doesn’t have a mayor or village board of trustees, but ...
When I was a synagogue vice president, I came up with new ideas for events because the old events th...
I think the one place where the retirement plan industry has failed is in communication to plan part...
