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Being Called a Hater

Critics aren’t necessarily haters

There have been some critical op-eds of late, criticizing 401(k) plans. Some of the criticism wasnâ€...

cricistim

I don’t get riled up about 401(k) opinions

Many years ago, I was one of the people on LinkedIn (along with James Holland) that would point out ...

hotel california

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

walter

It might have something to do with control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

control

Avoid The Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another management...

legend own mind

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to hire peopl...

rules

The rules are the rules

While I went to law school for a law degree and stayed an extra year to get a tax LLM degree, my fee...

parents

Like your parents, the IRS VCP program wants you to come clean

As a child, you’re usually told by your parents that they just want to hear the truth and that tel...

proccess

It’s a Process and Not A Result

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

on the waterfront

Starting from Nothing

I always talk about my frustrating experience at a certain semi-prestigious Long Island law firm (so...