Author Archives: admin

The best way to keep clients is to look at what you’re doing as a plan provider and what is out there in the marketplace. If you are a third party administrator (TPA) and the competition is having much success … Continue reading →

The retirement plan industry is very close knit. Everyone knows who does great work and the few that don’t. Word travels fast about the good, the bad, and the ugly in this business. Whether you are a financial advisor, third … Continue reading →

My latest JDSupra.com article can be found here.

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the mutual fund lineup of many 401(k) plans today. While it may sound like a joke, it isn’t. Too many 401(k) … Continue reading →

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they discovered it caused birth defects. Asbestos was supposed to be the ultimate fire resistant material that was later found out to cause mesothelioma when … Continue reading →

I used to attend a lot more networking events when I first started my law firm when I had very little clients and I think that experience kind of made me attend far fewer events. Networking is an instrumental part … Continue reading →

My latest JDSupra.com article can be found here.

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not when there are a vast selection … Continue reading →

One of the problems with being a plan sponsor is trying to make sure that when it comes to the interaction and work of plan providers that the “ball” isn’t dropped. The problem for the plan sponsor, most of the … Continue reading →