Monthly Archives: January 2021

You need to set the tone

I’ve been involved with so many small organizations both profit and non-profit in one form or another as an employee, officer, or client. The one thing that is consistent with each organization is that the leadership sets the tone. The … Continue reading

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Your future is in the backbench

In British-style parliamentary systems, a backbencher is a member of parliament who doesn’t hold government office and isn’t a spokesperson of the opposition. They’re essentially a rank and file member. However, the backbencher is usually the future of the party. … Continue reading

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You may not need a committee, but you need something

When I worked at that semi-prestigious law firm on Long Island, I used to joke that if the Managing Attorney at the time (sorry Lois) wanted to kill an issue, she’d create a committee for it since a law firm … Continue reading

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Be honest with your employees

I always say the two worst things you can give people are false praise and false hope. One of the reasons that I started my practice is because I was an employee and for the most part, I didn’t like … Continue reading

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Losing is a lot easier than winning

One of the business philosophies I learned while working for a third party administrator is that it’s a lot easier to lose a client than to gain one. I know that first hand, seeing bad service that gets plan sponsors … Continue reading

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Paychex creates its own PEP

Paychex created its own pooled employer plan (PEP). Mesirow Financial will serve as the 3(38) investment manager of the PEP, and Mid Atlantic Trust Co. will serve as the trustee. This PEP makes sense as Paychex is a third-party administrator … Continue reading

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What You Need To Do To Become An Elite Retirement Plan Provider

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

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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When You May Have To Fire Your 401(k) Advisor

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

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