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You Can Learn Something New Every Day

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial adv...

Plan Symptoms and When It’s Time to Review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revie...

Plan Sponsors Can’t Overpay for Plan Services

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a st...

ERISA Attorneys have to provide real value

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to...

The coming Hollywood drought

One problem with the Coronavirus pandemic is that Hollywood production has come to a stand...

MJ was the greatest

The Last Dance was probably the greatest sports documentaries ever produced and there have...

LinkedIn isn’t some sort of singles dating site

Ever since I started my law practice, LinkedIn has been a very effective tool for me in gr...

DOL Relief for Late Salary Deferral Deposits

As a result of the Coronavirus pandemic, I have consistently said that plan sponsors still...

Don’t be a Schnorrer

The first time I heard the word Schnorrer, I was 7 years old and my parents took me on a t...

The problem with TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a trem...