close
oldmac

Yesterday’s plan participants in today’s world

When I first started in the 401(k) business, investment selection by participants was still being pr...

0EC0D49C-5C8B-4D2A-8981-34614E64B644

The Fiduciary That Buys The Groceries

When the great Bill Parcells was the head coach of the New England Patriots, he got into a tiff with...

971F0F07-6879-4018-82CD-D47605BE9877

Don’t show clients you don’t care

It’s one of the greatest lines in a movie and even my 11-year-old daughter knows it. Harrison Ford...

3F65ADB5-6A26-4F55-A9E3-0854AC2E6B97

Always Be Watching

Who can forget Alec Baldwin’s speech in Glengarry Glenn Ross on how salesmen should “Always Be C...

33516586-309F-4D83-B273-D38A2A7EE2D0

Dealing with potential clients that are married to the ball and chain

How many times as a retirement plan provider that you contact a retirement plan that is paying too m...

46CE5D24-4F8C-4BA3-8E6D-0A55A2F547D2

A Little Humor May Help

When I worked at that law firm, I always felt I was Al Czervik, the Rodney Dangerfield character fro...

F50BDC28-3744-40A4-B8CB-F0C97EB3E03E

Clients who don’t pay aren’t clients

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

141B5B2B-CA12-4BF1-92B3-40E573CDB9F3

Being patient with possible referral sources

I always talk about my open door policy with financial advisors and third-party administrators where...

2333A8D6-BF46-4979-9FFD-F381E910E5F7

Stop thinking of TPAs as just a price placeholder

When you’re a financial advisor and working out proposals for potential plan sponsor clients, pric...

afthat

Why would you be affiliated with that?

As discussed in my newest book, “The Greatest 401(k) Book Sequel Ever”, I’m still amazed at my...