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Advertising isn’t going to fix it

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

Don’t get stuck in the past

I was a volunteer and officer for an organization where I stated that the leadership (not including ...

It doesn’t go to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and ...

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) p...

Not wrong to dream, just don’t make it a fantasy

I will always say that the plan providers who proclaim that they will make me rich have failed to do...

The Best Way To Sell A PEP/MEP is to not sell a PEP/MEP

When dealing with companies that may act as an adopting employer for a multiple employer plan (MEP) ...

The best person for the job doesn’t always get it

You know the feeling, you’re competing for a retirement plan and you’re fairly confident that yo...

The letter from the lawyer

When I was at law school, I was the editor of the student magazine there and I broke the story about...

The Fear About PEPs

I am a proponent of multiple employer plans (MEPs) and the new change that will allow pooled employe...

The death of the department store should clue you in about business

Sears and Macys announced some massive store closings. The department store has been a business that...