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The problem with policies

Most 401(k) plans have an investment policy statement to serve as a blueprint on how and why investm...

Don’t gamble for a DOL audit

The last two times I was in Las Vegas, I didn’t gamble a penny. I didn’t gamble because I hate t...

Competition is good for wrestling

The worst thing that ever happened to World Wrestling Entertainment (WWE) was when they bought their...

The message has to resonate

For some reason, my unincorporated village doesn’t have a mayor or village board of trustees, but ...

Think of something new

When I was a synagogue vice president, I came up with new ideas for events because the old events th...

If you build it, they may not come

I think the one place where the retirement plan industry has failed is in communication to plan part...

Saying it ain’t broken, don’t fix it is a cop-out

I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ago where ...

The lesson from Steiner Sports

If you look at my office or my den, you’d think I ransacked Steiner Sports since I collect a lot o...

That 401(k) Conference hits Denver

The ninth edition of That 401(k) Conference was held at Coors Field on Friday, June 14th. As always,...

Plan enrollment/education meetings are more than just an exercise

As a 401(k) plan sponsor, you need to understand that an integral part of limiting your liability wh...