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Laurita

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

bagel2

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get ...

signs

Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is the prolifer...

fa

As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, good fiduc...

One of the biggest problems is unmet expectations

I have a lot of opinions and I’m not afraid to express them. One of the things that get me upset w...

time2

Don’t let time take you out

Rocky Balboa explained to Adonis in the movie Creed, that he beat Apollo Creed for the heavyweight t...

theater

One way to treat clients right, make them comfortable

Going to the movies was never fun. The theaters were dirty and if you arrived late, then you’d end...

cut

When you have to cut a retirement plan provider client off

I always believe that the retirement plan business is a relationship-driven business. It’s also a ...

casino

Ratings won’t last forever

When I first started out as an ERISA attorney working for a third party administrator in the late 90...

mar-vel

Captain Marvel and the ‘90s and 401(k) plans

Captain Marvel was an enjoyable movie, especially with the scenes dealing with the premise of it bei...