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Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference....

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for ...

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....