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You Might Be The Plan Provider That They Don’t Need Right Now

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping drama with...

Stating The Obvious On Fees

The 401k Averages Book is one of the great publications in the retirement plan business and I recomm...

The shrinking 401(k) margins and the cost of it

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,550...

One From The Heart

The Dark Knight Rises is one of my favorite movies and one great scene at the end is when Catwoman t...

If they could to them, they’ll do it to you

There is a great scene from the movie In The Line of fare where Clint Eastwood’s character Frank H...

Stick to a plan that will work

When I first started out, I worked as an attorney affiliated with a third party administration (TPA)...

Inject Life In Enrollment Meetings

When it comes to oral or written communications, it’s important that you play to your audience. An...

They can’t see it, since they caused it

A few years back, I had the worst call with a prospective client in the 19 years I have been an ERIS...

Consider how an advisor uses other plan providers

What makes a good retirement plan financial advisor? Well it takes an attention to detail, an unders...

I get by with a little help from my friends

While driving around I heard a song on the radio from my youth. I didn’t truly understand it then,...