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What Were They Thinking #11? Supertrain gets derailed

The Los Angeles Clippers were the biggest joke in sports for futility before they got Chris Paul. NB...

The 2017 JDSupra Readers’ Choice Award Winner

Thanks to all my readers, I was awarded again, a JDSupra.com Readers’ Choice Award Winner for Fina...

Be accountable to your clients

People don’t like to be accountable for the most part. It’s just human nature to blame someone e...

Interview: James Olson

Q:  How did you start in the retirement plan business?   A: In the early 90’s I was a full t...

If you cook the food, you should have a say in how the groceries are picked

If there is one famous quote that’s landed me in trouble, it’s one from my favorite football coa...

There Will Be A Morning After

I was pleased to attend the NAPA 401(k) Summit helping my friends at Alliance Benefits Group at thei...

The RFP Process has to be real

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to...

It’s kind of simple, happy clients never leave

Maybe it’s a simplistic approach when it comes to things, but I kind of see things the way they ar...

Interview: Brian Menickella, The Beacon Group of Companies

Q: How did you start in the business? A: Started as a Commercial Property and Casualty Insurance age...

The Radio Shack lesson for plan providers

Radio Shack filed for bankruptcy again and is closing another 187 stores. I know the jokes and how p...