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They will always be selling

When I was a kid, there were two varieties of Cheerios, one version of Listerine, and one type of Cr...

Marketing is sometimes, just marketing

inspire to drink beer, but the advertisements were comedy gems from Rodney Dangerfield, Billy Martin...

Give them the e-mail addresses

Your third-party administrator (TPA) might be asking for the work email addresses and you’re wonde...

Lawsuits against plan providers and sponsors are only allegations at first

It seems like every week, there is another major lawsuit against a plan sponsor and one of their ser...

If you have ESG, look to your IPS

It seems everything is political. I believe the purposes of Environmental, Social, and Governance (E...

Gambling against an audit is a bad bet

I love Las Vegas and the last two times I was there; I didn’t gamble a nickel. I hate gambling bec...

Check the provider’s credentials

After Hurricane Sandy decimated my house with five feet of water downstairs, I needed to replace our...

Being aggressive could be a bad idea

Many years ago, I was contacted by a bank that had an issue. For 20 years, they didn’t include bon...

That termination fee

Signing up with a third-party administrator (TPA) is like getting married, you come in with the best...

The problem with ESG funds

Over the last 10 years, more and more plan sponsors have opted for environmental and social mutual f...