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Always think outside of the box to add to your practice

I’ve probably said enough about the time that I came up with the crazy idea of having Sal The Stoc...

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Do Your Job

When I was at law school, I lived in a graduate dorm room and the walls were paper thin. So my next ...

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The problem with creating MEPs

I have been involved with the multiple employer plan (MEP) business for about 14 years now ever sinc...

treatemp

How you treat employees can say a lot about you

I recently met an executive through LinkedIn and we an absolute gentleman and really could teach me ...

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The MEP solution

With the recent guidance issued by the Department of Labor (DOL), third party administrators and fin...

autditors

Need Auditors who understand the “new way”

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that needed an a...

millennials

With Millennials uninterested in retirement, plan providers have a job to do

When I was a synagogue Vice President, I was miffed that the main leadership were relics of the past...

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of salary de...

pills

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s business because...

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Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sponsor clie...