A New Way 2 401k
The 401k Industry is wrong about thinking bundled is the way to go for large plans. Let me explain why they have this whole thing backwards. Bundled is better for … Continue Reading Large Plans Should Be Bundled? That’s Crazy Talk
Retirement Plan Advisors want to know what to say when calling down a prospect list of 401k plans, how do they turn their cold calling efforts into successful meeting opportunities? … Continue Reading Cold Calling Sucks
I recently had an in-depth conversation with a very respected industry professional with a specific expertise in Third Party Administrators. He will remain nameless but one of his comments to … Continue Reading TPAs Think They are So Smart: PART 2
Back in the day, I think it was important for TPAs to impress or confuse clients. TPAs charged a lot of money and as crazy as it sounds I think … Continue Reading TPAs Think They Are So Smart
