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dollar

The fee compression issues isn’t all that bad

In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printers in thos...

ancilline

The big problem with an ancillary line of business

As a plan provider, it makes sense to create an ancillary line of business if it’s a natural carry...

paidextra

Watch that you don’t get overpaid

I don’t believe in coincidence and when something happens twice, it’s a cause for concern. Withi...

helloname

Ow You don’t know everything

I am proud to say that I learn something new every day, whether it’s retirement plan related or so...

The message has to resonate

For some reason, my unincorporated village doesn’t have a mayor or village board of trustees, but ...

ways

Think of something new

When I was a synagogue vice president, I came up with new ideas for events because the old events th...

fod

If you build it, they may not come

I think the one place where the retirement plan industry has failed is in communication to plan part...

typewriter

Saying it ain’t broken, don’t fix it is a cop-out

I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ago where ...

F700303D-7FE8-4FE2-9704-D50E800B604B

Plan Design is a big deal

Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinating game b...

4A43D903-A821-4A4A-AD99-0C82742CCC16

Investment education is about a process

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