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thejerk

If you’re a jerk to employees, they’ll remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...

oak

The Thing about that Oakley thing

I’m an LA Clippers fan from Brooklyn and my wife was kind enough to score me some great seats for ...

crazyeyes

Don’t try to solicit based on fear and threats

Probably one of the best things about being married besides my lovely wife is that I’m not part of...

expectations

Every Client is different and they have needs to be met

I had a discussion with a client concerning their multiple employer Plan and the adopting employer...

oldphone

Pick up the damn’ phone

As a consumer, I have to say the thing that annoys me the most is when you call a company or a perso...

politicsoffln

Keep your politics off LinkedIn because it will hurt your brand

I had a great interview with Bruce Johnston on this site about social media and I think one of the i...

enrolmeetings

Enrollment meetings can be fun

I have been to many funerals and many 401(k) enrollment meetings and I have to say that most funeral...

referral

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and the few that...

silvercar

401(k) Operating Model

The following is a summary of important facts and observations we have accumulated from our research...

hound

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find out that yo...