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ronstair

Interview: Ronald K. Stair, Creative Plan Designs, Ltd.

Ron Stair is the funniest and most outspoken actuary I ever met and he’s really good at what he do...

smokey

What Were They Thinking #8? Smokey and the Bandit Part 3

When I was 8 years old, my mother took me to the Canarsie Triplex to see some cartoon movie. As usua...

hound

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find out that yo...

keyboard

Show Plan Sponsors it doesn’t have to be that way

Have you ever been a customer of a service and then you switch to another provider and you’re asto...

wwtt7

What Were They Thinking #7? The Sting II

The idea behind a movie sequel is that it’s supposed to continue the story or expand an earlier mo...

crock

Read the plan document

Being an ERISA attorney for a couple of third party administration (TPA) firms when I first started ...

popfigs

Pop Figures are quite the pop

You might not have noticed, but these Pop vinyl figures are everywhere. These small figures produced...

wohlner

Interview: Roger Wohlner, The Chicago Financial Planner

Q: How did you start in the retirement plan business?   A: Early on I met a local TPA firm and ...

asktpa

Ask the TPA about their administrators’ training

If I want to get a new doctor or an attorney, I certainly want to know their background. Same with a...

fear

Why you have nothing to fear about government being in the retirement plan business

As a retirement plan provider, competition is a big thing and the last thing you want is a competito...