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There is a difference in my job

There are two major differences that I see in being an attorney when I worked for 9 years....

The Retirement Plan Dentist

About 20 or so years ago, there was a medical report that dental plaque could cause heart ...

That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of th...

The theory of 401(k) peak litigation

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side ...

Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM...

They will always disappoint you

When I graduated from law school, it took a few months before I got my first job. So for t...

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, ...

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone...

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable ...

Further consolidation in the TPA business by TRA

The Retirement Advantage, Inc. (TRA), a national third-party administrator (TPA)announced ...