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The problem with mini-fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a p...

Don’t Nickel and Dime Plan Providers

I sell some stuff on eBay. I’m selling collectibles I no longer want for collectibles I do want (v...

Make Sure It’s Not Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

Bigger is not better for your competition

Bigger is not better. At least I think so since I come from the school of less is more.   While...

They will remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...

Sometimes, they just want to throw you off

When you meet retirement plan sponsors just at different networking events and they find out that yo...

Telephone, telegraph, tell a plan provider

I worked at the college newspaper and if you said something to one staff member, they would tell som...

Some people just want it when it’s free

One of my king beliefs is that giving away, anything of value for free is a mistake because people p...

Participants with loans dips

Outstanding loan rates for 401(k) participants is an interesting thing to look at, it may be a sense...

Don’t be that guy at a networking event

With a networking event planned, I thought it would be a good time to get back into some of the loca...