I love networking on LinkedIn. Some of the best connections I’ve made in this business, people I actually trust and respect, started with a simple connection request. The platform is an incredible tool for building professional relationships, sharing insigh...
When I was younger, I wanted to get along. I really did. I wanted to keep the peace, stay out of trouble, and believe that if I worked hard and did the right thing, people would notice. They don’t. Not in school, not at work, and certainly not in life. I th...
Working on an IRS audit is hard enough. But what’s even harder? When you discover the p...
2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecuri...
Well, here’s a headline you didn’t see coming… or maybe you did, because this is ex...
So, Creative Planning just bought SageView Advisory. Another week, another acquisition in...
As we peer into the not-too-distant horizon of 2026, the forecasted changes to 401(k) con...
By Ary Rosenbaum The ERISA world never runs out of courtroom drama, and the latest epi...
By Ary Rosenbaum, Esq. Mergers are great when you’re talking about chocolate and pea...
By Ary Rosenbaum, Esq. When you work as an ERISA attorney for TPAs for nearly a decade...
