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Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a conn...

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The 70s: When Style and Good Taste Died

I was born in 1972 and I remember the 1970s, sometimes I think I survived the 70s. I still have a pi...

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Unbundled Plans Gain Ground

Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contribution (D...

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It Just doesn’t look right, avoid sending gifts to plan sponsors

I’ve been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo....

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To be safe, read those trust statements

In light of some troubling news that a third party administrator (TPA) was shut down by the Federal ...

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What Were They Thinking #42 Lucille Ball strikes out in her last at bat

I always say that you should quit while you’re ahead. So when I passed the California bar exam aft...

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Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. Tha...

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2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k...

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Netflix’s biggest competitor is right around the corner

I’ve been a fan of Netflix since 2000 when I noticed this little postcard that was in the box of m...

outsidebox

Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to bring member...