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A majority of plan have automatic enrollment, but some work to do

  A majority of 401(k) plans supposedly have an automatic enrollment feature. This is what I re...

3ABC3CEA-9608-4965-9E20-4EF9C57F0C88

Just keep an open mind and listen

  In business and in life, I think one of the worst things you can do is to not listen. As you ...

5B17F61B-1167-4905-8D13-3CBEA1C5AD93

What you can learn from the AAF

The Alliance of American Football (AAF) tries to be a spring football league that would act as a fee...

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Great service doesn’t justify over inflated fees

I’m a loyal customer and always have been. I’ve always been reluctant to change especially when ...

Jean Doumanian, producer of "Saturday Night Live".

Don’t shake it up so quickly

After Lorne Michaels left with the original cast of Saturday Night Live in 1980, they hired Jean Dou...

spendonconf

Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a...

sad

No big shock: happy clients don’t leave

Maybe it’s a simplistic approach when it comes to certain things, but I see things the way they ar...

E3252BE4-C4CF-424F-B706-B68A3D778B64

The Don’ts of LinkedIn

I think LinkedIn is one of the greatest tools out there that can be used to effectively grow your pl...

Laurita

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

bagel2

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get ...