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You can’t ignore clients and the fees they pay

I first started paying for my car when I got my first job as an ERISA attorney, It was a b...

Introducing That 401(k) Networking Event and Mets game on July 28th

  With the pandemic coming to an end, it’s time to get back to business.   On ...

A September to Remember

Now that it appears the pandemic is nearing its end, it’s time to get back and meet up a...

Can we admit crypto is a bad idea for 401(k) plans?

In the 30 plus years of investing, investing in cryptocurrency has been a wild ride. Mostl...

Watch that bonus deferral election

When there is a plan restatement process, every retirement plan document provider adds som...

Congress proposed legislation to allow ESG

In the 30 years that I’ve been an investor, I’ve always strived for the best performan...

T. Rowe unloading duties on FIS

T. Rowe Price has announced plans to transfer responsibility for its retirement technology...

That Chip On My Shoulder

I have spent 11 years on my own in a solo ERISA practice and if you read anything since th...

Stay in your lane in social media

  When it comes to business, I always say that. you should stay in. your lane and tha...

NYC requires retirement coverage through Mandatory IRA

New York City Mayor Bill de Blasio signed into law legislation that will require private-s...