I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at our plan. One trustee was the human resources director and the other one was a law firm partner. The plan didn’t have a financial advisor. The investment options we...
My wife doesn’t know much about crypto, but she is fascinated by what happened with FTX and SBF. She doesn’t understand how someone like that, could be involved in such a scam. Unlike me, my wife never knew two plan providers, currently sitting in Federal...
You could be the greatest plan provider, but you can’t please everyone. Even when things aren’t...
One of my worst habits is not being over-infusive in my compliments, except in my restaurant tippin...
I always believe that education is really important. My parents instilled that value in me, they we...
When your practice is successful as a retirement plan provider, you’re going to want to hire peop...
What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a...
An advisor called me up and asked whether it was appropriate if an auditor charged an asset-based f...
When it comes to being a retirement plan provider, you should understand that it’s a relationship...
One of the business philosophies I learned while working for a third party administrator ...
