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Don’t let consolidation scare the life out of you

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...

free

The cost of holding free events

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 ...

shelfspace

You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of inve...

dollar

The fee compression issues isn’t all that bad

In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printers in thos...

ancilline

The big problem with an ancillary line of business

As a plan provider, it makes sense to create an ancillary line of business if it’s a natural carry...

paidextra

Watch that you don’t get overpaid

I don’t believe in coincidence and when something happens twice, it’s a cause for concern. Withi...

helloname

Ow You don’t know everything

I am proud to say that I learn something new every day, whether it’s retirement plan related or so...

The message has to resonate

For some reason, my unincorporated village doesn’t have a mayor or village board of trustees, but ...

ways

Think of something new

When I was a synagogue vice president, I came up with new ideas for events because the old events th...

fod

If you build it, they may not come

I think the one place where the retirement plan industry has failed is in communication to plan part...