Monthly Archives: November 2026

One thing I’ve learned in business is that the squeaky wheel gets the grease. The problem is that sometimes the wheel keeps squeaking because you keep rewarding it. Every retirement plan provider has that client. Everything is an emergency. Every … Continue reading →

A retirement plan provider can have a twenty-year relationship with a company and a twenty-minute relationship with the person who now decides whether to keep them. That’s what happens when your longtime CFO or human resources contact leaves. You might … Continue reading →

I’ve dealt with companies that seem better at closing service tickets than solving the problems that created them. You ask a question. Somebody sends an answer that doesn’t address it. Then you receive a survey asking how satisfied you were … Continue reading →

When an employee leaves, employers usually worry about replacing that person and keeping the work moving. If that employee handled payroll, your retirement plan should be part of the conversation. Your longtime payroll person may have known which employees were … Continue reading →

Business owners sometimes make generous promises before asking whether their retirement plan can deliver them. They tell a recruit that participation starts immediately. They announce a new match at an employee meeting. They promise someone a contribution because that employee … Continue reading →

Every office has someone who becomes the person everybody asks for help. They know where the forms are, whom to call, and how to get things done. That doesn’t mean they should become your retirement plan’s unofficial financial advisor. An … Continue reading →

People say something easy is like shooting fish in a barrel. I still don’t understand that expression. Who put the fish there, and why are we shooting them? But whenever another proprietary fund lawsuit appears, that expression comes to mind. … Continue reading →

The news that Weil Gotshal plans to wind down should get the attention of every attorney who thinks a prestigious name guarantees a future. Partner departures and failed merger discussions explain its immediate problems. I think artificial intelligence will create … Continue reading →