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Watch your social media posts

The local school board member who posts ridiculous stuff on social media was just appointed Acting ...

Don’t let failure or bad times define you

If you’ve ever read anything I’ve ever written, you probably know that I talk about the experie...

Let the TPA do their job

As a financial advisor, you’ve been volunteered as a plan ombudsman and the problem is that you p...

Research who you will partner up with

It seemed like a good idea at the time, replacing Matt Hutcheson as the fiduciary of an open multip...

It has to be all about intent

I live in an unincorporated village on Long Island and I’m always amused by the people who want t...

Complacency is a problem for TPAs

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...

Thank you SECURE Act

The busiest time as an ERISA attorney working for a third-party administrator was the end of the ye...

It’s no time to blame

I have fixed so many retirement plan messes over the years. While most plans operate within the con...

Don’t give them silence, give them the truth

Communication in this business is the most important thing. Whether it’s a potential client, anot...

Rich was wrong about auto enrollment

I had the opportunity to work with Rich Laurita for almost 10 years at two third-party administrati...