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They will remember

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

Sometimes, they just want to throw you off

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

Telephone, telegraph, tell a plan provider

I worked at the college newspaper and if you said something to one staff member, they would tell som...

Some people just want it when it’s free

One of my king beliefs is that giving away, anything of value for free is a mistake because people p...

Participants with loans dips

Outstanding loan rates for 401(k) participants is an interesting thing to look at, it may be a sense...

Don’t be that guy at a networking event

With a networking event planned, I thought it would be a good time to get back into some of the loca...

My crystal ball for the retirement plan business after COVID

The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infections and...

We can do better and we must

I’m that turd in the punch bowl, being frank and honest which makes some people very uncomfortable...

The problem with going back to normal

I work from home, it’s 11 years now. You can say that I was ahead of the game with the COVID pande...

You can’t ignore clients and the fees they pay

I first started paying for my car when I got my first job as an ERISA attorney, It was a brand new 1...