As many of you know, a substantive part of my income is independent fiduciary work. Whether it’s an ERISA §3(16) administrator, trustee, or Pooled Plan Provider (PPP), my other business Austin 3(16) Fiduciary Limited, is almost as successful in income as t...
“A lot of holes in the desert, and a lot of problems are buried in those holes. But you gotta do it right. I mean, you gotta have the hole already dug before you show up with a package in the trunk. Otherwise, you’re talking about a half-hour to forty...
There are a lot of people in the retirement plan business that are great at selling. I always said ...
My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a gift from h...
The local baseball card show promoter sold its two biggest shows to a memorabilia dealer who took o...
There are so many times in business where you may craft the greatest idea out there that will make ...
Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...
The problem with starting college and dorming is that your roommate or suitemate might be a maniac....
In communications with other plan providers, clients, and potential clients, you have to be clear. ...
“The Bears are what we thought they were. Th-they’re what we thought they were. We played t...
