Author Archives: admin

There is always that line that you’re hired to be fired. No matter how great you are as a plan provider, you will certainly get fired by a client if you haven’t already. However, if you’re consistently losing clients, it … Continue reading →

It’s 2024 and let us face some facts: behavior that might have been tolerated in the 1970s and 1980s isn’t tolerated today. Thankfully, I’ve worked on my own for the last 14 years, so I don’t have to deal with … Continue reading →

I write a ton of articles as you may know and I will have advisors contacting me and suggesting some topic titles. I have adapted some of these suggestions, but there is one article idea that I had to turn … Continue reading →

Recently had a client going through an Internal Revenue Service (IRS) audit and while talking to an agent, they didn’t disagree with my theory that the idea of being able to reduce employer contributions through forfeitures is something that will … Continue reading →

I don’t need studies to tell me that States with mandated SIMPLE IRA programs for employers who don’t have a plan will spur the adoption of private retirement plans. There is no crowd in effect, the fact is that people … Continue reading →

Federal court cases are a game, like chess. You file a complaint, you fight the inevitable motion to dismiss, and once you survive that, you either settle or take the chances with the case and see if the defendants settle … Continue reading →

I own a piece of a business and provide services to it, through my sole proprietorship. Pretty much all of that business for the sole proprietorship is performing services for that business I own a piece of. This type of … Continue reading →

Manute Bol and Gheorghe Mureșan were 7’6” and 7’7”, but were pretty bad players in the NBA. It takes more than height to play basketball. When it comes to hiring plan providers, years of experience can be as important as … Continue reading →

I grew up in Brooklyn and the area I originally lived in is called Midwood I lived right off a street called Avenue M. It has always been a Jewish neighborhood and over the last 35 years, it’s become more … Continue reading →

Social media and living in a house full of narcissists have educated me on navigating personalities and spotting insecurities from a distance. I always said I used to think I lived in a normal place until I ventured into the … Continue reading →