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CCE7D937-7B04-4EE7-BDEC-E30B2C5542B0

Make sure you can actually sponsor that plan

It’s an odd mistake, but this is the third time I’ve had to handle it in the last 10 years: representing an employer that was sold a retirement plan that they weren’t supposed to have. Weird? You bet, but it happens and it happens because you have retire...

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The Don’ts of LinkedIn

I think LinkedIn is one of the greatest tools out there that can be used to effectively grow your plan provider book of business. Starting conversations in the newsgroups and providing free content has gone a long way to developing my national ERISA practice. ...

52E7B00F-4A54-4C48-9C77-DD55F37A1933

That 401(k) Conference has Atlanta outing

That 401(k) Conference, the fun regional 401(k) advisor event hosted an Atlanta event at SunTrust Pa...

6928E8CA-05DC-4652-A370-6F78FADFDC59

The problem with flying

Now that my kids are older and realizing that I need to be out there to meet plan providers around t...

clevlandconf

That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, September 20, 201...

wh

The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) ...

Laurita

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

bagel2

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get ...

signs

Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is the prolifer...

mcyds

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it better than In-...