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The Ones Who Were There (and the Ones Who Weren’t)

In this business—the retirement plan business, the ERISA world—you don’t build anyt...

Advertising Won’t Fix a Broken Culture

I’ve been working with organizations—political, civic, religious, and business—sinc...

Signs of an Unhealthy Plan

When it comes to your health, there are signs—little warnings your body gives you—tha...

The whole problem with loans

When I draft a new 401(k) plan for a client, one of the first provisions I’ll recommend...

Fenway, Cheers, and the Chicken Caesar That Marked My Turning Point

A few weeks ago, I took a trip up to Boston to see the Mets play the Red Sox at Fenway Pa...

United Health is latest 401(k) forfeiture lawsuit

UnitedHealth Group is the latest big-name employer to get hit with a class action lawsuit...

Third Book will be Full Circle

I have written two books that many of you haven’t heard about: How to Succeed in the...

Empower to offer 401(k) private equity investments to participants

Empower recently made headlines by announcing a bold new initiative: giving defined contr...

New Book: The Circle Complete June 9th

When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a ...

Northrop Grumman is target for another Schlicter case

If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry ...