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ALI

Beware of those plan document restatement requests

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be r...

atarget

Don’t make yourself a target

If you make yourself a target, don’t expect that someone won’t make you part of their target pra...

money

Open MEPs will eventually rise again

Multiple employer plans (MEPs) are a topic that many plan providers talk about, but don’t really k...

mouth

Never leave a bad taste in the mouth of the one who brings you business

I was working with an advisor recently, who had issues with one of those third party administrators ...

trust

You only get one chance on the trust issue

Trust is a very important thing to me. If I can’t trust people, I really don’t need them. The re...

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The problem of being passive-aggressive with employees

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

522D2097-C102-4FA3-8062-0F6C0BEFC030

Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-fold, bein...

8526BC32-0458-4CA3-9246-14FEE2CA89CD

Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a conn...

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It Just doesn’t look right, avoid sending gifts to plan sponsors

I’ve been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo....

outsidebox

Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to bring member...