close

If you want something, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people know how up...

Only bill for your work

You’ve got a lot on your plate as a retirement plan provider and the last thing you need is more ...

If you host it, maybe they will come

I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since I was hol...

A marketing Tip on TPA fees

The one drawback in the fee disclosure regulations was that the Department of Labor (DOL) never bot...

It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s slow becaus...

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan sponsors h...

Talk to your client

I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have work...

When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longe...

Don’t nickel and dime your employees

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...

Tell them like it is

One of the big parts of my practice is assisting third-party administrators (TPAs) who can’t or do...