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trustprocess

Investment education is all about a process

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Participant directed 401(k) plans that are governed under ERISA §404(c) offer the plan sponsors liability protection based on a participant’s gains or losses on thei...

lilras

Associations and MEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more, that didn’t want to start one.   As I often discuss, starting a MEP isn’t easy because of the times it takes to grow assets and become viable. For asso...

sellworks

Make sure what you sell works

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable provider, Op...

besterson

Get the best person for the job, period.

I’m a long-suffering fan of the Mets and over the past two years, I’ve had to deal with the unde...

beclear

Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. T...

conf-dallas

That 401(k) Conference and That 401(k) National Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d be asked to sponsor a networking event or a plan sponsor...

blindman

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that will make p...

0E1A5F28-F984-4567-B6A7-53D5194171A8

If you’re consistently losing clients, look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan pro...

35A7299E-52D2-4527-9002-80409F684C00

Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren...

kosher

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...