Clients who don’t pay aren’t clients
I always believe that the retirement plan business is a relationship-driven business. It...
I always believe that the retirement plan business is a relationship-driven business. It...
They often say that if at first, you don’t succeed, try, try again. Well the WWE has tak...
I always talk about my open door policy with financial advisors and third-party administra...
So many are celebrating the ruling against the Department of Labor’s (DOL’s) fiduciary...
They often say that whoever forgets history is doomed to repeat it. In 1966, the Batman TV...
When you’re a financial advisor and working out proposals for potential plan sponsor cli...
When gauging the effectiveness of the retirement plan’s financial advisor, one thing tha...
Problem Encountered One of the nation’s ten largest waste haulers had a $70 mm dollar 4...
It’s funny to hear so many people I know lament the impending death of Toys ‘R” Us, ...
The Fifth Circuit Court of Appeals vacated the Labor Department’s fiduciary rule, ov...
Knight’s Companies, a septic tank, trucking and concrete block business in sued Vantage ...
As discussed in my newest book, “The Greatest 401(k) Book Sequel Ever”, I’m still am...
When automatic enrollment was first introduced, it was introduced as a negative election a...
It didn’t take long for the first decision in a lawsuit against vantage Benefits and its...
As I have stated so many times, I don’t want to hire employees because I was an employee...
Jimmy Kimmel did another great job hosting the Academy Awards, but the show was beset with...
A great scene is in GoodFellas is when Jimmy chastises Henry for getting arrested because ...
Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan docu...
I didn’t have such a great time at law school because I felt the administration and much...
Promotions by sports teams is a great way to entice fans to go to the game. I know this be...