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It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that will make ...

Investment education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...

The problem of PEP administration

The problem with starting college and dorming is that your roommate or suitemate might be a maniac....

Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. ...

Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. We played t...

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Optimum for ab...

Take the criticism, it’s part of the job

Even back then in college, I knew when things weren’t right. I was the Managing Editor of the Sto...

Pay the correct amounts

I had to be the Larry David here, but one of my gripes as a plan fiduciary and ERISA attorney is wh...

Know when it’s time to go

When looking at organizations, both businesses and charitable places, I’m always amazed why peopl...

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing environment. If...