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rough

Rollovers are going to be a rough business

I have been saying all along that rollovers are going to be a very rough and difficult business afte...

engage

It’s all about engaging with people

When you figure I’ve been a member of a handful of Synagogues in my lifetime, you might call m...

vacuum

Avoid the leadership vacuum

For any presidential campaign, there usually is an ad about which candidate would you trust to handl...

planbooks

It’s time to look at your books of business

Broker-dealers are certainly in a bind to comply with the new Fiduciary Rule and one aspect is sendi...

payroll

My opinion on Payroll Provider TPAs

If there is one opinion that I have that is argued about many times is my two cents in the use of th...

debate

What the Campaign Can Tell You About Marketing Your Practice

Before we start this out of the gate: this isn’t about the actual positions of the candidates ...

racetozero

You don’t have to join the race to zero

When I started in the retirement plan business, the third party administrator (TPA) related law firm...

brokers

Brokers need to educate themselves for the New Day in April

All the broker dealers are spending millions in legal fees to comply with the new Fiduciary Rule. I ...

tie

If you’re focusing on the tie, you’re not doing your job

Before I graduated law school, I had a penchant for some really loud ties, I had ties from the Flint...

hands

Giving for the right reason

A few weeks back, I had the pleasure of interviewing Ross Marino from Rekon Intel and he told me abo...