One thing I hate about social media is that the loudest voices are often the least interested in having an actual conversation. They’re not looking to exchange ideas or learn something new. They’re looking for clicks, comments, and outrage. That&#...
I’ve joked for years that I’m the turd in the punch bowl. I’m rarely afraid to say what I think, even when I know it won’t be popular. That’s not because I enjoy being contrarian. It’s because I’ve always believed tha...
When people ask me how to build a successful practice in the retirement plan business, they’r...
When plan sponsors think about retirement plan risk, they often focus on dishonest employees, cyber...
Many plan sponsors view an annual retirement plan audit as an isolated event. The auditor arrives, ...
The worst employers I ever worked for were labor lawyers. That may sound strange coming from som...
Most compliance disasters do not begin with a regulatory investigation. They begin with an email. ...
Retirement plan providers spend a tremendous amount of time helping clients prepare for retirement,...
Most retirement plan providers dread participant complaints. A participant cannot access their acco...
Retirement plan sponsors often use the terms “vendor” and “partner” interch...
