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I’ve seen how this story played out

As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PEPs), I kee...

Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement plan industr...

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefits of one ...

The Problem with PEPs

It’s interesting to note that we are less than six months before the allowance of Pooled Employer ...

At least, pretend that you care

In terms of customer service, I don’t think there is anyone worse than my home school district. Th...

No one will be happy with the Fiduciary Rule

I used to joke that no matter what I did, I could never make my parents happy. The same can be said ...

The future of conferences

With COVID still in full bloom, I’m concerned over the future of national conferences. While NAPA ...

Complacency for TPA is deadly

For me, one of the worst things that any business can have is a sense of complacency; I have spent t...

Why so serious? They might have created the mess

Years ago, I had the worst call with a prospective client in the 22 years I have been an ERISA attor...

It’s all about trust

Everyone knows that I’m a huge baseball fan (these 401(k) conferences have allowed me to travel to...