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Don’t hire relatives as your plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play ca...

Pick up the damn’ phone

As a consumer, I have to say the thing that annoys me the most is when you call a company or a perso...

I hate Goldberg

You would think a Jewish kid from Brooklyn would be the biggest fan of a professional wrestler named...

You’re Paying For That

The best third party administration (TPA) salesman I ever knew wasn’t happy with the typical GMC S...

Keep your politics off LinkedIn because it will hurt your brand

I had a great interview with Bruce Johnston on this site about social media and I think one of the i...

The Godfather Part III doesn’t get the love it deserves

The Godfather and The Godfather Part II are one of the great masterpieces in cinematic history over ...

Enrollment meetings can be fun

I have been to many funerals and many 401(k) enrollment meetings and I have to say that most funeral...

Don’t blame Marci Turk, blame Howard

Cousin Oliver appeared in the last six episodes of The Brady Bunch and people hated him because his ...

The Future in Retirement Plans

I was working for a third party administrator, some fellow employees thought I was crazy because I p...

IRS looking at Hardship Distributions

When it comes to hardship distributions, I actually review the reasons for it and want to see the ba...