What's Next
Most benefit brokers know their key customers: the employer/owner, CFO or HR officer (the “decision-makers”), depending on the size of the account. And as they have become more involved with voluntary sales, benefit brokers have...
On Second Thought
They say those who forget the past are doomed to repeat it. I think that’s a short-sighted viewpoint — it implies we’ve never done anything worth doing again. While it’s certainly true we should learn from our mistakes,...
Beyond the Beltway
Retirement might be a time for recreation and relaxation, but the retirement policy world just keeps getting busier — and more fraught with anxiety.
In the waning days of the 110th Congress, legislators provided critical stopgap relief for...
Retirement Matters
Working as we do almost exclusively with companies and individuals in the design and implementation of qualified retirement plans, when we review the performance of participant positions, ours included, within retirement plans, be they defined...
Storeylines
It’s February already? I guess I missed out on the traditional “new year, new things, new way of life that lasts about a month” column. (I should really start planning ahead.)
So in a nod to my own unconventional schedule, I think...
Exit Interview
Working on payroll is tough. No one ever calls to tell you his or her paycheck was perfect this pay period.
Common sense in not always common. Some people do awfully odd things at work.
Being a people person isn’t the same as ha...
Top Ten Selling
The best salespeople are great listeners. They tell us that it is important to listen in order to understand, not simply wait for their turn to talk. My daughter taught me all about the concept of listening.
Unfortunately, her mother and I...