The Vendor Blame Game
Every retirement plan problem seems to follow the same script. A contribution is wrong...
Every retirement plan problem seems to follow the same script. A contribution is wrong...
When I worked for TPAs as an attorney, there were days I felt less like legal counsel and...
Plan sponsors love the idea of simplicity. One provider, one platform, one point of conta...
I had a plan provider sponsoring many of my events. It was a great relationship, the kind...
I used to think it was random. Watching mediocre people get pushed forward at work and in...
I’ve always liked immediate eligibility for deferrals. Clean, simple, easy to explain. ...
On June 4, 1974, the Cleveland Indians hosted the Texas Rangers at Cleveland Municipal St...
The most expensive calls I get usually start the same way. “Our payroll provider handle...
The latest executive order aimed at expanding retirement savings sounds like a win on pap...
Every provider sells the same story: seamless, integrated, all-in-one. One platform, one ...
Every provider has them. The person who knows everything. They understand every client nu...
It’s the easiest excuse in the business. Something goes wrong—missed deferrals, incor...
Every plan sponsor believes their census is accurate. It’s one of those quiet assumptio...
For a long time, I told myself the story that I just couldn’t make the jump—from Rabb...
There’s a quiet shift happening in retirement planning, and it’s not about markets or...
April 16th wasn’t your typical day at Wrigley Field. No ivy drama, no late-inning heroi...
Every provider will tell you they’re great at conversions. It’s part of the script. S...
Recordkeepers and TPAs love to sell features. Better participant portals, more investment...
Everyone loves the word “free.” Especially plan sponsors. If a provider tells you the...
Plan sponsors spend an incredible amount of time worrying about investment performance. T...