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Something about 401(k) plan providers and their plans

I love Clint Eastwood movies and one favorite is “In The Line of Fire’. John Malkovich is playi...

Push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Bro...

It’s more than just a title

I think there are two types of leaders: those who lead and those who are enamored with being a lead...

A SIMPLE plan isn’t so simple

When It comes to developing a great 401(k) and/or cash balance proposal, one of the great sticks in...

Correct the late deferral issue correctly

Correcting your plan’s late deposit of salary deferrals by depositing them and making a contribut...

Associations, MEPs, and PEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more ...

Give them the tools to succeed

I had two friends running for political office this November and they were great guys. The problem ...

You need to be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. ...

Your big mouth opens doors and it closes them too

I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary U Broadcas...

Context is king

I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I was a propon...