Ron Nehring, my long-time college pal, and current Republican political operative said it best about political campaigns: “he who frames the issue, wins.” The same thing can be the same way that you market a pooled employer plan (PEP) if you ...
Small business plans are a challenge to me because there aren’t many situations where that will help grow my practice. When it comes to plan documents, I can’t compete with free plan documents from the plan custodian. Most of these small plans are s...
I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and m...
I had a friend of mine in college who was involved in student politics like I was and he once...
Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients....
22 years in the retirement plan business and I have seen quite a bit. Two disasters that I wi...
Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I al...
There are essentially two types of people at any company: management and the employees. I a...
The Peter Principle is a management theory concept in which the selection of a candidate for ...
Someone I really respect in the industry posted on Twitter that her husband’s certified financial ...
