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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...

ALI

Beware of those plan document restatement requests

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be r...

atarget

Don’t make yourself a target

If you make yourself a target, don’t expect that someone won’t make you part of their target pra...

money

Open MEPs will eventually rise again

Multiple employer plans (MEPs) are a topic that many plan providers talk about, but don’t really k...

mouth

Never leave a bad taste in the mouth of the one who brings you business

I was working with an advisor recently, who had issues with one of those third party administrators ...

trust

You only get one chance on the trust issue

Trust is a very important thing to me. If I can’t trust people, I really don’t need them. The re...

7F5F6953-83EA-4891-8CFC-B27B47B61A17

The problem of being passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. One of the r...

522D2097-C102-4FA3-8062-0F6C0BEFC030

Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-fold, bein...

8526BC32-0458-4CA3-9246-14FEE2CA89CD

Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a conn...