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simple plan

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where that will he...

micro HC

It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and m...

stick wheels

Don’t let other providers become the stick in the wheels of progress

  I had a friend of mine in college who was involved in student politics like I was and he once...

anger

Don’t let clients get angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients....

arrogance

Arrogance is a problem

  22 years in the retirement plan business and I have seen quite a bit. Two disasters that I wi...

time to go

When it’s time to leave

  Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I al...

friends

You’re Not Here To Make Friends

  There are essentially two types of people at any company: management and the employees.  I a...

norma principal

Avoid the Norma Principle

  The Peter Principle is a management theory concept in which the selection of a candidate for ...

politics

Keep politics to yourself

Someone I really respect in the industry posted on Twitter that her husband’s certified financial ...

scrooge

Sometimes, you have to be a Scrooge to keep things correct

I’m very opinionated, you know that. My opinions are just opinions, based on my experiences for 22...