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millennials

With Millennials uninterested in retirement, plan providers have a job to do

When I was a synagogue Vice President, I was miffed that the main leadership were relics of the past...

kiss

Keep it Simple, Stupid

When it comes to drafting plan documents, I always say K.I.S.S.: keep it simple, stupid.   Any ...

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of salary de...

pills

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s business because...

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Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sponsor clie...

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Oregon opens up small business plan for individuals

Oregon announced that their OregonSaves retirement program will now allow individuals, such as self-...

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Vanguard to offer HSAs, interest will be increased

As I’ve been saying for a while, advisors need to offer health savings accounts (HSAs) to the plan...

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That 401(k) Conference to hit Atlanta in April

I’m proud to announce that That 401(k) Conference will be held in Atlanta at SunTrust Park on Frid...

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That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

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They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best in the re...