Once upon a time in the 401(k) world, I knew a man named Richard Anthony Laurita. I worked with Rich (as his friends called him) for two different third-party administration (TPAs) firms for over 9 years and he had the most profound effect on my career than anyone I know. The lessons I learned from the way Rich conducted business continue to inspire me to this day. I believe that the way that Rich handled clients, advisors, brokers, and co-workers are lessons that any retirement plan provider can use to grow and maintain their business. Rich never lived to see 40 and he died more than 15 years ago, but I think understanding the way he conducted his business as to what I call “the Laurita rules” can certainly help your business as a retirement plan provider.
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