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The problem with an organization being “Top Heavy”

If you know about a thing or two about plan administration, you know about the top-heavy rules. The ...

Let them check out of your email list

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

Control is a big deal

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

It’s not your job to understand

As someone in the non-fungible token world (3 Guys NFT), I don’t understand why people will spend ...

In the end, there can be only a few PEPs

The original Highlander is kind of a silly movie, with the tagline “there can be only one.” I do...

It doesn’t matter when you get paid, do your job

There is a growing problem that I’ve seen dealing with plan providers (usually third party adminis...

Dying organizations don’t change

I’m always fascinated by the history of dying organizations because I’ve been surrounded by them...

Stick to the plan

When I first started out, I worked as an attorney affiliated with a third-party administration (TPA)...

About my Bitcoin 401(k) opinion

A few weeks back, I offered my two cents on Bitcoin (and other crypto-currency) and why I thought th...

Don’t Cheat Employees On Their Retirement Plans

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...