What Plan Providers Get Wrong About “Value”
Ask ten plan providers what “value” means and you’ll get ten different answers. Better techno...
Ask ten plan providers what “value” means and you’ll get ten different answers. Better techno...
Most plan providers sell expertise. Far fewer actually provide it. Selling expertise is easy. It...
Every plan provider has lost business to a competitor they know—deep down—is worse. Less experi...
I’ve been doing this long enough to know that the biggest threat to a 401(k) plan isn’t the Dep...
Plan providers are therapists who also happen to do census testing. Nobody puts that in a job descr...
The Long, Quiet Goodbye Most plan providers don’t wake up one morning and get fired. It’s not a...
Every plan provider says the same thing: “We work with everyone.” That sounds inclusive, but it...
For decades the advisor sales pitch sounded like a broken record: better funds, better performance,...
I started my own practice almost sixteen years ago because I was tired of working for other people....
As a retirement plan attorney, I can tell you this with certainty: TPAs are rarely sued because the...