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The problem with DFVCP

When a plan sponsor has a late Form 5500 to file, one of the great things out there is the Delinquen...

Change is inevitable with a purchase

People tend to hate change especially when things are good. The problem with a change in the retirem...

Where to sell PEPs? Start with states that force employers to have plans

Where to sell Pooled Employer Plans? A good start is the states where employers have to offer retire...

Be honest with your employees

I always say the two worst things you can give people are false praise and false hope. One of the re...

Losing is a lot easier than winning

One of the business philosophies I learned while working for a third party administrator is that itâ...

Coverage is a huge deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

Plan Sponsors are Reactive, not Pro-Active

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...

You need leadership

For any presidential campaign, there usually is an ad about which candidate would you trust to handl...

Advertising won’t fix it

Over the years, I worked with many organizations starting back with student political organizations ...

You can still fail with a great idea

I’m a little frank. Sometimes people think they have great ideas and they’re really not. The pro...