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Being too long a provider can be bad too

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While ha...

You need to be accountable

People don’t like to be accountable for the most part. It’s just human nature to blame someone e...

Yes, advisors are pushing HSAs and they should

A recent study by Access Point HSA, a Rhode Island consulting group, conducted a survey over the sum...

Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative said it bes...

It’s not that SIMPLE

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

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...

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...

Don’t let clients get angry

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

Arrogance is a problem

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

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...