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great ideas

You can still fail with a great idea

I’m a little frank. Sometimes people think they have great ideas and they’re really not. The pro...

fishing

To fish, you need bait

I always talk about my time at that old law firm because it was the most frustrating experience of m...

small plan savings

Small plans can bring big trouble

Small business retirement plans look great on paper. A Simplified Employee Pension (SEP) plan or Sav...

annoyed

What annoys me

One of the greatest parts of my job as an ERISA attorney is helping financial advisors out with pote...

raskin

Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference....

level

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for ...

how long

Being too long a provider can be bad too

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While ha...

accountable

You need to be accountable

People don’t like to be accountable for the most part. It’s just human nature to blame someone e...

HSA accounts

Yes, advisors are pushing HSAs and they should

A recent study by Access Point HSA, a Rhode Island consulting group, conducted a survey over the sum...

frame

Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative said it bes...