The legend in his own mind
When your practice is successful as a retirement plan provider, you’re going to want to hire peopl...
When your practice is successful as a retirement plan provider, you’re going to want to hire peopl...
While I went to law school for a law degree and stayed an extra year to get a tax LLM degree, my fee...
As a child, you’re usually told by your parents that they just want to hear the truth and that tel...
As a child, you’re usually told by your parents that they just want to hear the truth and that tel...
I had a contractor work on my house for a couple of projects. Frank installed a new front door, inst...
They often say that the road to hell is paved with good intentions. I don’t know who said it first...
One would think that the role of a retirement plan financial advisor is to pick plan investments. Mo...
ERISA §404(c), is the code section that may limit a plan sponsor’s liability in retirement plans ...
As an ERISA attorney, I do get to talk to a lot of financial advisors and ERISA independent fiduciar...
In the movie Casino, Robert De Niro’s character Lefty Rosenthal warns Joe Pesci’s character Nick...