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C67AD3A9-582B-411C-86A3-7DF4EF01B9AB

Pick up the phone

I always say one of the main reasons that a provider gets fired is when the plan sponsor feels that the provider doesn’t care and one of the main reasons is when the plan sponsor can’t get their phone call returned.   I worked at a third party adminis...

D4176AB7-3C6B-4684-847B-66E40F6DCC0E

The Plan Sponsor may not see how great you are

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose. She was the most selfless person I ever met, who was full of life, and love for family. When my grandmother decided she would move upstate to live with my aunt, she sta...

nancyreg

Learn to say no

I always believe that regardless of whether it’s business or in regular day-to-day life, that you ...

A00D57C0-33C0-4A28-AA05-F55883958103

Don’t shrug your shoulders

One of my pet peeves out there is when you give a list of complaints to a business or an organizatio...

3156C5D1-8445-4675-8997-A61D41638489

My biggest pet peeve on networking

One of the great joys of my practice is networking with other plan providers. I enjoy meeting people...

708D8AAA-B5DE-4FA9-9E71-D9608D3B049A

Pick a marketing/PR firm that understand what you do

There is a running joke from my wife where she tells me that despite 13 years of marriage, she still...

theworld

The Value and Peril of Flat Fee Billing

I know a thing or two about the virtues of flat fee billing, have done my legal work on the scale wh...

fudduty

Advisors can’t care about fiduciary duty and recommend bad TPAs

When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wanted to mak...

783B1A5A-CB72-42B3-8C0E-E170AC781AB5

I avoid it when it doesn’t look right, you should too

I live in an unincorporated village on the south shore of Nassau County and the elected Board of Edu...

281E7BCD-B727-4BB1-929B-C96DC12504B6

Sometimes, change is anyone’s guess

An advisor asked me a very interesting question that had me thinking: since a good chunk of what an ...