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Thank you SECURE Act

The busiest time as an ERISA attorney working for a third-party administrator was the end of the ye...

It’s no time to blame

I have fixed so many retirement plan messes over the years. While most plans operate within the con...

Don’t give them silence, give them the truth

Communication in this business is the most important thing. Whether it’s a potential client, anot...

Rich was wrong about auto enrollment

I had the opportunity to work with Rich Laurita for almost 10 years at two third-party administrati...

The sky isn’t falling

Growing up, I was a pessimist. Then when I jettisoned a lot of the negativity in my life, I became ...

Dumb questions I got working at a TPA

People say that there are no stupid questions. Apparently, those people never worked for my old thi...

Surveys support state sponsored plans, why not?

A study shows that state-facilitated retirement programs are a great idea. The National Institut...

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...