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Don’t make bad hires

It was clear by the time that Carlos Beltran was interviewing for the Mets manager job that he was s...

The SECURE Act doesn’t change one big problem for MEPs

While I loved the fact that pooled employer plan (PEP) is an option as a multiple employer plan (MEP...

Push those tax credits

When prospecting potential clients that are considering a new 401(k) plan, push those tax credits if...

Need to differentiate yourself among the bug boy and girls

A report by Cerulli on the future of the retirement plan business had a startling number. The report...

The Legend of The Flintstones Tie

I was a first-year law student participating in moot court, just because all second-year students pa...

There are no sure things, there are opportunities

Every time I’ve spoken to other plan providers about sure things they are working on, all I later ...

Dealing with Millennials has been a struggle so far

I was born in 1972 and aside from fashion, music, and interior decorating, I’m a fan of the 1970s,...

You have to have a plan

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site ins...

Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy paid by a...

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet the same thi...