Author Archives: admin

Get Over The Fear Of Hiring An ERISA Attorney

My latest article for JDSupra.com can be found here.

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Employees don’t want to hear that

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee too. However, part of the problem is that I worked for many employers who didn’t understand their role and the … Continue reading

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The problem with pushing other providers

Many larger third party administration (TPAs) firms, especially those owned by insurance companies are feeling the heat and they’ve been feeling the heat of competition ever since everyone had to fully disclose fees thanks to fee disclosure regulation. So many … Continue reading

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Advisors Should Care About Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some good teams and not so good teams, so I know that sometimes I was only as good as … Continue reading

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Plan Design And Tax Deductions

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design is one of the most underappreciated facets of the retirement plan business and it really should be appreciated. The reason why it should be … Continue reading

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Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take care of my teeth, cavities weren’t a problem. I just hated the whole scaling process and the x-rays where I was gagging … Continue reading

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It’s a mistake to only focus on fees

I remember as a kid that there was move to use margarine because of the cholesterol that was in butter. Who can forget those talking Parkay carton commercials? Of course, we later learn that many margarines had high amounts of … Continue reading

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What It Takes To Make A Good Retirement Plan

My latest article for JDSupra.com can be found here.

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You have a choice in who you hire as a plan provider

A few weeks back, I signed up my daughter with a new summer camp after she was at her previous camp for six years. Honestly, it was five good years at that previous camp and one not so great year. … Continue reading

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Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thing in my life, “If it wasn’t a struggle, it wasn’t any fun”. Building a retirement plan practice isn’t easy because a stash … Continue reading

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