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The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been ...

You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of inve...

The fee compression issues isn’t all that bad

In 1993, I wanted a Hewlett Packard LaserJet printer. They were all black and white printers in thos...

The big problem with an ancillary line of business

As a plan provider, it makes sense to create an ancillary line of business if it’s a natural carry...

Watch that you don’t get overpaid

I don’t believe in coincidence and when something happens twice, it’s a cause for concern. Withi...

Ow You don’t know everything

I am proud to say that I learn something new every day, whether it’s retirement plan related or so...

The message has to resonate

For some reason, my unincorporated village doesn’t have a mayor or village board of trustees, but ...

Think of something new

When I was a synagogue vice president, I came up with new ideas for events because the old events th...

If you build it, they may not come

I think the one place where the retirement plan industry has failed is in communication to plan part...

Saying it ain’t broken, don’t fix it is a cop-out

I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ago where ...