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Don’t panic if a provider you knows gets sued, but….

  As a plan sponsor, you’re always going to run into another plan provider that is interested in picking you as a client. Plan providers can only grow their business by adding new clients, so it’s a part of the game.   As part of any client solic...

7E771A49-E0DE-4E69-B18F-AA4CB3F2C529

Don’t let the best employees be low in the pecking order

I’m a big fan of Survivor since day one. One of the more memorable seasons in the beginning was the fourth season on the island of Marquesas. Besides the first appearance of Boston Rob (who played his worst game), it was known for the first time were members...

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Is that 401(k) lawsuit streak going to end?

The landscape for the retirement plan business has radically changed since when I first started in 1...

317EAA35-E9A1-4D39-B711-438397BD4739

They went into business for themselves

So often when dealing with retirement plan providers, a plan sponsor may discover that one of their ...

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Don’t pick the Bud Light of TPAs

The best selling beer in the United States is Bud Light. Does that make it the best? If given the ch...

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Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to pr...

Master Sgt. David Dines changes out the film aboard an OC-135B Open Skies observation aircraft during pre-flight checks Jan 16, 2010 at Joint Base Andrews, Md. The OC-135B is used to conduct observation flights in support of the Open Skies Treaty. The OC-135B is with the 45th Reconnaissance Squadron, Offutt AFB, Neb. (U.S. Air Force photo/Airman 1st Class Perry Aston)

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party administra...

loyalty

The problem of misplaced loyalty

When I first started in the retirement plan business in 1998, I worked for a law firm that served as...

On The Form 5500, sometimes the answer lands you in trouble

When you’re filing that Form 5500, just notice that certain answers may likely lead you to an Inte...

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Choice in 401(k) Plans isn’t exactly a great thing

In life, giving people a wide variety of choices is a good thing. However, when it comes to daily va...