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Choice in 401(k) Plans isn’t exactly a great thing

In life, giving people a wide variety of choices is a good thing. However, when it comes to daily va...

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Yes, they are still in business

I’ve seen the Great A&P go under and some other earth-shattering closings like Toys R Us and B...

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You can’t be everybody for everything

I have written many articles on the fiduciary warranty and how that is a deceptive practice in my mi...

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The Death of Ben’s Best

I’ve seen so many stores close over the years like Toys R’ Us and Blockbuster Video, but nothing...

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2 For Chicago: Two great 401(k) advisor events and a Cubs game and Happy Hour

I’m very proud to announce that The 401(k) Conference will emanate from the friendly confines from...

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What Were They Thinking #51 The Arch Deluxe

When does a burger become a flop? When it costs $300 million, which is what the Arch Deluxe did. &nb...

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Don’t discount offering participants at least an education

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...

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Don’t pick a provider just because it’s popular/big

When picking a retirement plan provider whether it’s a third party administrator (TPA) or financia...

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Keep Those Beneficiary Information On File and Updated

As a plan sponsor, it should be obvious that you need to keep all beneficiary forms on file and make...

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Empathy goes a long way

When I started my law firm about 8 years ago, I had already had a marketing guru who was handling my...