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Let go of the anger

A friend of mine advised me of the recent death of the owner of a third-party administration (TPA) ...

You have to make money

Before I officially started my own practice as my sole revenue generator in 2010, I started the law...

Always trying to find an angle for an ERISA lawsuit

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have curbed ex...

Small businesses have issue with plan creation

The small business part of the 401(k) business is a bit tough, a recent survey shows that. A sur...

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure the call ...

Control can be everything

I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost savings ma...

They won’t fear it until it happens

I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was: “They w...

Overhead

The reason I started on my own 13 years ago was because I bet on myself when that law firm (Meyer S...

The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were g...

Tell them why you’re mad

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was...