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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...

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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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Own Up To Your Mistakes

Years ago, I had to hire an out of town collection law firm to collect a debt from a client. The cli...

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The issues with Open MEPs

Now that President Trump has issued an executive order calling for open multiple employer plans (MEP...

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That 401(k) Conference Hits The Windy City

The date was Thursday, September 13th and the place was the friendly confines of Wrigley Field for t...

My Opinion Shouldn’t Threaten You

Social media is an interesting dynamic, both in the positive and the negative. Thanks to social medi...

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That’s not the way to be in the administration business

  I have comes across quite a few third party administration (TPA) firms over the years and 95%...

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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...

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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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Trump issues executive order that may bring back Open MEPs

President Trump signed an executive order last week in Charlotte which directs the Department of Lab...