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How much did it close for and did the property pass the termite and cockroach independent property inspection ?

How many people sitting on the firm's Board of Directors are over age 75 ? Is there an age limit ? Term limit ? Many firms hire third parties to evaluate board members for fit and performance. Has this been done ? When ? Is the board high functioning... — read more 

The latest 13F filing was done. Cap Management has $9.3B in Q2 in 2025 compared with over $10B in Q1 of 2024. Market has been up about 13.5% per annum since then. Is there a stated strategy to actually grow the AUM or is it mainly loss avoidance ?

This Board has gone de-ad quick. Is it vacations or are u afraid to discuss layoffs all of a sudden ? Jerome Powell spooked us all at Jackson Hole today with Fedspeake and Cap Management made some darn good cashola today with those coinbase and Intel... — read more 

Any word on what the COLA will be for the pension for 2026 ? Inflation is high and I took the monthly annuitie.

How have the hiring trends been at the firm lately or is there still lots of retirements and attrition ? So glad I took the lump sum at the end of 2021. Hope the pension gets funded and restricted lump sum is not on the horizon.

For those of us still in South Florida, hurricane season is here ! The Forecasters are predicting some big storms this fall with a couple of potential direct monster hits to Florida east coast. How many days will Boca be closed with the storms and it... — read more 

Long time Boca retiree here. What is the status of the building sale and where will employees go ? Really miss that great Boca cafeteria food. There are rumors some jobs will be phased out or off shored to India or the Phillipines. That would be sad... — read more 

"Client poaching, the act of enticing clients away from a competitor or former employer, raises legal and ethical questions. While competition is a natural part of business, certain actions can cross legal boundaries, leading to disputes and... — read more 

It's been a slow news week. Any guess when the next layoffs and restructuring will occur ? Trying to plan to get our family's Christmas shopping done early this year just in case. One thing is clear. The legal budget ain't getting slashed anytime... — read more 

For many of us who were unexpectedly terminated in the last year, how has everyone been coping and have you found meaningful work ?

With the focus still on cost cutting, doesn't it make sense to eliminate the AZ location ? Before I retired and the company was expanding, it probably made sense although it was a stretch even back then. Now, in contraction mode, eliminating another... — read more 

The new Comdex ratings are out and Mutual scored a 57, down from 73 a year earlier. The drop places the company towards the bottom of the ratings now. Companies ranked below include: Nassau Insurance Group, Security Benefit, and Genworth. Top ranked... — read more 

Jeri Engen v. Mutual of America. Filed in Nebraska District Court. July 16. Employment Discrimination and s-x as--ult allegations on a golf course

I can't seem to get a straight answer from employee benefits. With the pension plan, the last annual statement had assets outpacing current liabilities but then it goes on to say the underfunded status is in the neighborhood of $50M-$100M. Does that... — read more 

So many posters here are so naive, foolish, and ignorant. And no this is not an Executive or HR. This is someone who reads the ridiculous posts that are made. Personal attacks on people whether current or former employees. Say you did know them or... — read more 

Are the scorecard results manipulated ? Flashes all green but no real explanation of underlying logic. Heavy on asterisks. The Board should hire an auditor to audit the Scorecard. No umpire to call BS on management. Scorecard results manipulated and... — read more 

All is quiet now. In about 2 months, the next storm will start hitting. Restructuring. Layoff plans. Client terminations. Market retreat. Batten down the hatches. The Leaks have begun anew. Digital Transformation is in a life raft. Front line... — read more 

We are asked to provide a two week notice when we quit the firm, but the firm doesn’t provide at least a two week notice and ruin our kids by firing us right before Christmas with no notice. Word to the C-Suite: Adhere to the WARN rules. Provide a... — read more 

Any word bout layoffs or further restructuring heading into the 2nd part of the year ? Which areas of the company are not hitting production metrics ? Appears Sales & IT are laggards. Would not hurt to trim a little more bloaty fat in these units.

CFO to make some big announcements this week. Boca property. DFS. Interest Rates. Reinsurance. Strategic plan. Word on the street is spending needs to be cut further and new ways to generate organic revenue over sleight of hand accounting tricks... — read more 

Is there any indication that the Medical Premiums will be going up in 2026 for the employee share? Does anyone know?

CRO Chris Conway is leaving the company for Brian’s new firm

2nd quarter 2025 officially in books. Liberation Day scared the living be-Jesus out of everyone. Tons of scardy cats sold high. What will the new CFO say about the company results YTD and any more restructuring and job losses to outside outsourcing... — read more 

Say bye bye to several BILLION in assets and recurring premium. Talk on the street is that several enormous plans from one particular segment are fed up with the high fees, mismanagement and ongoing scandals. Let’s just say they answer to a higher... — read more 

I was laid off and I absolutely hate this company. Gaslighters, bullies, cowards. For those who are left, watch your back as management doesn't have yours.

With 250 layoffs in the past 18 months, 40% of all employees remaining are looking for a new job. As the year accelerates, more top talent will leave and client defections will continue at a slow burn pace but down from the last two years. The... — read more 

Any updates about the new CFO and what kind of changes she is planning ? Seems like she may have been hamstrung with the 5 yr strategic plan already in place and not giving her enough latitude and room to maneuver and make bold decisions.

Could someone provide the meeting minutes of the most recent board meeting or provide a copy of the agenda and recap of the meeting.

Have the winners been announced yet and if so, what is the top prize now like $250000 ? Is Tom Gilliam still at the helm ?

Retired in 2022. Lost all my healthcare. I now pay $14K per year. What is the projected revenue and profit margins for the quarter look like ? Market gains should help but even with the gains the last few yrs the firm finds new ways to lose money... — read more 

Any news about impending restructuring or layoffs in the very near future ?

My uncle was an alcoholic. He denied it for several years. The recent downvotes on this board remind me of my uncle. The louder they complain that there is nothing wrong. There is something. One of the first steps in AA is to admit there is a... — read more 

More big changes coming. Farming out more customer service support to Mexico and potentially India. Most likely will result in more downsizing by end of year. Could be dozens impacted. Sales are behind goal for year. Outflows continue to pace inflows... — read more 

This is a reminder that the National Labor Relations Board (NLRB) has broad legal protections for employees and retirees to assemble in a concerted way and in mutual aid with one another. The protections extend to not only union organizing, but to... — read more 

Many high profile people the firm right now. A lot from the field offices. Many sales leaders are jumping ship on West coast. Word is that the individual who overseas the west has many personality conflicts and people want out from under him... — read more 

The shortsightedness of trying to anonymously damage your former or current employer's reputation (thereby damaging your own reputation) never ceases to amaze. It's akin to graduating with a degree from university and then anonymously trashing that... — read more