I ’m a big fan of business history and every successful company that has ever been founded has had a few bumps along the way. For example, Apple almost went out of business a few times when products like the Newton didn’t exactly set the world on fire. I remember being in law school when the Dean wondered why the school should buy Macs for the computer sync site because it was a dying format. Then Steve Jobs came back to Apple and the rest is history. Every business has a few bumps along the way; especially those in the retirement plan business. The thirdparty administrator (TPA) I once knew which started from a a desk at an accountant’s office also had bumps along the way. So this article is about bumps along the way of being a retirement plan provider and how to navigate them.
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