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yeah

Yeah, that won’t work

I always say that the retirement plan business is relationship-driven. It’s a business built on tr...

socialicons

Watch those social media posts

I was a little irritated when a person from my community was appointed to an elected position becaus...

helping

Make Sure Plan Sponsors Have Those Hardship Changes In Place

I was an attorney for a third party administrator (TPA) in 2007 and one of our plan administrator sa...

cheatingmanager

Don’t make bad hires

It was clear by the time that Carlos Beltran was interviewing for the Mets manager job that he was s...

secureact

The SECURE Act doesn’t change one big problem for MEPs

While I loved the fact that pooled employer plan (PEP) is an option as a multiple employer plan (MEP...

taxcred

Push those tax credits

When prospecting potential clients that are considering a new 401(k) plan, push those tax credits if...

15E47D7C-3A4F-476F-9AD8-7F9CE5953868

Need to differentiate yourself among the bug boy and girls

A report by Cerulli on the future of the retirement plan business had a startling number. The report...

flinstonetie

The Legend of The Flintstones Tie

I was a first-year law student participating in moot court, just because all second-year students pa...

surethings

There are no sure things, there are opportunities

Every time I’ve spoken to other plan providers about sure things they are working on, all I later ...

millennials2

Dealing with Millennials has been a struggle so far

I was born in 1972 and aside from fashion, music, and interior decorating, I’m a fan of the 1970s,...