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Be honest with your employees

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

Losing is a lot easier than winning

One of the business philosophies I learned while working for a third party administrator is that itâ...

Coverage is a huge deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

Plan Sponsors are Reactive, not Pro-Active

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...

You need leadership

For any presidential campaign, there usually is an ad about which candidate would you trust to handl...

Advertising won’t fix it

Over the years, I worked with many organizations starting back with student political organizations ...

You can still fail with a great idea

I’m a little frank. Sometimes people think they have great ideas and they’re really not. The pro...

To fish, you need bait

I always talk about my time at that old law firm because it was the most frustrating experience of m...

Small plans can bring big trouble

Small business retirement plans look great on paper. A Simplified Employee Pension (SEP) plan or Sav...

What annoys me

One of the greatest parts of my job as an ERISA attorney is helping financial advisors out with pote...