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Read the plan document

Being an ERISA attorney for a couple of third-party administration (TPA) firms when I first started...

This can’t work

Saw this in my junk folder, one of the worst follow-ups on an unsolicited sales pitch: “Hi Ar...

AI will cut out jobs

Artificial Intelligence (AI) will help plan providers reduce cost. At least that’s what one artic...

Plan Sponsors are always Reactive, not Pro-Active

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called th...

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet the same th...

If you’re consistently losing clients, you should look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan pr...

Don’t let your business become an HR headache

It’s 2024 and let us face some facts: behavior that might have been tolerated in the 1970s and 19...

I won’t write this article

I write a ton of articles as you may know and I will have advisors contacting me and suggesting som...

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood I lived right off a stre...

The way to grow a PEP is through the state mandates

I’m all for states requiring employers to offer a retirement plan or join the state-endorsed IRA ...