close

The #1 metric has to be client satisfaction

The thing I hated most of my time at that certain Long Island law firm was that the only thing they...

Saying they’re good, doesn’t make it so

If people pass on enough incorrect information out there, you start to believe it. When I worked at...

The good old days are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did v...

If you want something, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people know how up...

Only bill for your work

You’ve got a lot on your plate as a retirement plan provider and the last thing you need is more ...

If you host it, maybe they will come

I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since I was hol...

A marketing Tip on TPA fees

The one drawback in the fee disclosure regulations was that the Department of Labor (DOL) never bot...

It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s slow becaus...

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan sponsors h...

Talk to your client

I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have work...