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Employees will screw up, be honest in fixing it

“A lot of holes in the desert, and a lot of problems are buried in those holes. But you gotta do ...

Great selling, but be right

There are a lot of people in the retirement plan business that are great at selling. I always said ...

Shut up and say Thank You

My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a gift from h...

Change is inevitable

The local baseball card show promoter sold its two biggest shows to a memorabilia dealer who took o...

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that will make ...

Investment education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...

The problem of PEP administration

The problem with starting college and dorming is that your roommate or suitemate might be a maniac....

Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. ...

Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. We played t...

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Optimum for ab...