A long time in a galaxy, far far away (the time before fee disclosure regulations), I talked to the top salesman of a certain third-party administration (TPA) firm that charged an asset-based fee. The TPA wasn’t a producing...more
I’m stubborn and there are just some things I don’t understand, so hear me out. I got a call not too long ago from a financial advisor about my practice and how I price my work on a flat fee basis. I told the advisor that...more
I have a good friend of mine that I’ve known for the last 18 years and he’s one of the most honest people in the 401(k) business and I love him even though he roots for the New York Islanders. He works for a third party...more