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As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

I always say one of the beauties of retirement plans is not one is alike. They are like snow flakes ...

A few weeks back and I was waiting at the train platform and I met a former client of mine from my l...

A big part of my practice is assisting financial advisors, third party administration (TPA) firms, a...

I remember at the turn of this Millennium and how I found this red flyer about something called Netf...

Since I’m a big fan of business and human interactions, I’d love to throw out another ma...

Experts saying how many brokers are going to leave the retirement plan business reminds me of the ra...

This month is apparently Bullying Prevention Month and I just need to put my two cents out there. Bu...

The biggest hallmark for the new Fiduciary Rule is the best interest contract exemption and the need...

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be crass, but a ...