Every plan provider says the same thing: “We work with everyone.” That sounds inclusive, but it’s terrible marketing and even worse strategy. The most successful TPAs and advisors I know don’t chase everyone—they own niches. Doctors, law firms, unio...
For decades the advisor sales pitch sounded like a broken record: better funds, better performance, better returns. The problem is that every advisor says the same thing, and in a world of index funds and target-date glidepaths, “better investments” isn...
I started my own practice almost sixteen years ago because I was tired of working for other people....
As a retirement plan attorney, I can tell you this with certainty: TPAs are rarely sued because the...
The retirement plan industry loves to talk about value, but it keeps pricing itself as if value doe...
Chief Justice John Marshall famously wrote in McCulloch v. Maryland that “the power to tax is the...
PEPs were sold to the retirement plan industry as the answer to everything—lower costs, better go...
There’s a growing belief in the retirement industry that technology equals quality. Sleek dashboa...
One of the hardest parts of being a plan provider isn’t the complexity of ERISA—it’s the inco...
Every few years, someone declares revenue sharing “dead.” And every few years, it stubbornly su...
