Author Archives: admin

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or items like the front door or the roof, you realize that the replacements are more energy-efficient. Replacing that old refrigerator or that washing machine … Continue reading →

I probably have drafted and amended thousands of plans over the years and every plan has its little quirks. When it comes to plan design, I have always believed that some of the bundled providers have it wrong. There is … Continue reading →

I have been practicing in the employee benefits world for almost 26 years and the beauty of it is that you learn something new every day. The laws and regulations change, attitudes change, and the business is constantly in a … Continue reading →

The reason I charge $100 a person (or usually $50 a person if they bring multiple people) to my live events is rather simple. It’s not about drawing money. I want to guarantee attendance. I’ve been to too many events … Continue reading →

As I mentioned elsewhere, I took my daughter on a day trip to FanExpo Boston to meet her favorite actor, Mads Mikkelsen, and other stars including Marisa Tomei and Vincent D’Onofrio (boy did I love him on Law & Order: … Continue reading →

According to a survey by Principal, 59% of employees who are not contributing to their 401k or other workplace plan believe they are. Another 77% think they began saving after becoming eligible to contribute. These are incredible results and show … Continue reading →

I have seen so much organization dysfunction in my life and it probably dates back to some of the organizations I was a part of, as a college student at Stony Brook. When you’re 18 to 22, you don’t have … Continue reading →

I worked at a law firm that supplied dinner if you stayed later. It was cool until you realized the clients were being charged for that. That’s cheesy. It’s also cheesy for any volunteer of a 401(k) committee or any … Continue reading →

I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and there are times when it wasn’t. When I had no interest in events booked for Oakland and Detroit last year, I took a breather. We came … Continue reading →

When I started my practice in 2010, the idea was that my content would create referral sources from advisors and Third-Party Administrators (TPAs) using my articles to help retain and recruit plan sponsor clients. Occasionally, I would get companies that … Continue reading →