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Every Client is different and they have needs to be met

I had a discussion with a client concerning their multiple employer Plan and the adopting employerâ€...

Pick up the damn’ phone

As a consumer, I have to say the thing that annoys me the most is when you call a company or a perso...

Keep your politics off LinkedIn because it will hurt your brand

I had a great interview with Bruce Johnston on this site about social media and I think one of the i...

Enrollment meetings can be fun

I have been to many funerals and many 401(k) enrollment meetings and I have to say that most funeral...

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and the few that...

401(k) Operating Model

The following is a summary of important facts and observations we have accumulated from our research...

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find out that yo...

Show Plan Sponsors it doesn’t have to be that way

Have you ever been a customer of a service and then you switch to another provider and you’re asto...

Read the plan document

Being an ERISA attorney for a couple of third party administration (TPA) firms when I first started ...

Why you have nothing to fear about government being in the retirement plan business

As a retirement plan provider, competition is a big thing and the last thing you want is a competito...