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You don’t have as much leverage as you think

As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we terminated wa...

I got no sympathy for employees who do bad

Friday, I was supposed to attend the New York Comic Con for a special session since I had a wholesa...

I hate surprises and make sure plan sponsors don’t have any

Most plan screwups happen when either the plan provider doesn’t ask and/or the plan sponsor doesn...

When working with plan providers, don’t burn your bridges

For the last two months, I had two phone call conversations with plan providers that I haven’t ta...

Do what’s right for the client

As many of you know, a substantive part of my income is independent fiduciary work. Whether it’s ...

Employees will screw up, be honest in fixing it

“A lot of holes in the desert, and a lot of problems are buried in those holes. But you gotta do ...

Great selling, but be right

There are a lot of people in the retirement plan business that are great at selling. I always said ...

Shut up and say Thank You

My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a gift from h...

Change is inevitable

The local baseball card show promoter sold its two biggest shows to a memorabilia dealer who took o...

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 ...