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The sky isn’t falling

Growing up, I was a pessimist. Then when I jettisoned a lot of the negativity in my life, I became ...

Dumb questions I got working at a TPA

People say that there are no stupid questions. Apparently, those people never worked for my old thi...

Surveys support state sponsored plans, why not?

A study shows that state-facilitated retirement programs are a great idea. The National Institut...

Something about 401(k) plan providers and their plans

I love Clint Eastwood movies and one favorite is “In The Line of Fire’. John Malkovich is playi...

Push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Bro...

It’s more than just a title

I think there are two types of leaders: those who lead and those who are enamored with being a lead...

A SIMPLE plan isn’t so simple

When It comes to developing a great 401(k) and/or cash balance proposal, one of the great sticks in...

Correct the late deferral issue correctly

Correcting your plan’s late deposit of salary deferrals by depositing them and making a contribut...

Associations, MEPs, and PEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more ...

Give them the tools to succeed

I had two friends running for political office this November and they were great guys. The problem ...