There’s a certain strain of thinking in this business that more is better. More funds. More features. More “solutions.” If a lineup has 18 options, someone will suggest 28. If the platform works, someone wants to bolt on three more tools. It feels like ...
Everyone loves a “partner” who agrees with them. Until it blows up. In the retirement plan world, there’s a dangerous kind of service model—the nod-and-smile model. Sponsor says they want a bloated investment lineup? “Sounds great.” Wants to ke...
Plan providers think they win the business at the RFP. Nice presentation, polished deck, competitiv...
You just described one of the most underrated killers of otherwise good ideas: bad timing. That ...
There’s truth in what you’re saying, but let’s not turn it into a fairy tale. Yes, talent ...
You can have the greatest idea in the retirement plan space—brilliant plan design, elegant auto f...
Plan providers love to blame fees when a client walks out the door. It’s convenient, it’s easy,...
Forfeitures are one of those things in a 401(k) plan that everyone thinks they understand—until t...
There’s a mindset in the 401(k) industry that if the phone isn’t ringing, everything must be fi...
Walk into most 401(k) plans and you’ll see the same thing: a bloated investment lineup filled wit...
