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Cybersecurity is an important concern as a plan provider

Without fail, every single day—like clockwork—I get a handful of emails trying to pry their way...

Speak Up, or Prepare to Be Stepped On (and Possibly Assigned to Kiddush Duty… Again)

There’s a hard truth in life, and I learned it the long, slow, and silent way: if you don’t spe...

The letter from the lawyer

Absolutely. Here’s your piece in the voice of Ary Rosenbaum—refined for tone, rhythm, and clari...

Are We Robbing Peter to Pay Paul?

The 401(k) match has long been one of the most powerful tools for building retirement savings. Itâ€...

Talent and hope

I was never going to be the guy—the one people rallied around, the golden child, the anointed one...

The Best Person for the Job Doesn’t Always Get It

If you’ve worked in the retirement plan industry long enough, you’ve had that moment — that g...

The Ones Who Were There (and the Ones Who Weren’t)

In this business—the retirement plan business, the ERISA world—you don’t build anything alone...

Advertising Won’t Fix a Broken Culture

I’ve been working with organizations—political, civic, religious, and business—since my days ...

The death of the department store should clue you in about the 401(k) business

The department store has been a dying business for 50 years. That’s not hyperbole—it’s a fact...

That 401(k) Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d get invited to sponsor networking events or plan sponso...