For years, plan providers survived on a simple premise: do solid work, keep clients happy, and the business will come. That world doesn’t exist anymore. Being “good at what you do” is now table stakes. Every recordkeeper claims strong technology. Eve...
Every plan sponsor committee has one. The loudest person in the room. The one with the strongest opinions. The one who “has experience” — usually from a prior employer, a cousin’s plan, or something they once read on LinkedIn. And far too often,...
When a retirement plan error surfaces, the first reaction is almost always the same: finger-pointin...
Providers often believe that being helpful will protect them if something goes wrong. It feels intu...
There is no denying it: sponsors are tired. SECURE 2.0 arrived in waves, and many employers are ove...
Most providers don’t stumble into fiduciary exposure intentionally. They do it by trying to be he...
The retirement industry loves the phrase best practices. It sounds proactive, responsible, and prof...
There is no such thing as a perfect plan sponsor. Anyone who tells you otherwise is either selling ...
Most plan providers are prepared for competition. They know how to differentiate fee schedules, dem...
In the retirement industry, one of the most persistent, and convenient, myths is the idea that ther...
