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Look within

The best way to keep clients is to look at what you’re doing as a plan provider and what is out th...

Where the PEP makes most sense

We still have a retirement crisis in this country as people don’t have enough retirement savings a...

Big enough, they’ll be a target

Whether it’s a single employer plan, a multiple employer plan (MEP), a pooled employer plan (PEP),...

It just takes one time to scare them away

When it comes to COVID, I had one major phobia and that was getting my hair cut. My ENT doctor under...

The problem with an organization being “Top Heavy”

If you know about a thing or two about plan administration, you know about the top-heavy rules. The ...

Let them check out of your email list

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

Control is a big deal

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

It’s not your job to understand

As someone in the non-fungible token world (3 Guys NFT), I don’t understand why people will spend ...

In the end, there can be only a few PEPs

The original Highlander is kind of a silly movie, with the tagline “there can be only one.” I do...

It doesn’t matter when you get paid, do your job

There is a growing problem that I’ve seen dealing with plan providers (usually third party adminis...