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Mergers and acquisitions, call an ERISA attorney

If you have a client that is being bought out or is buying another company, the first thin...

Don’t trust again after getting burned once

When it comes to business and generally people, I treat people the way I’d want to be tr...

DOL probing Fidelity

According to an article in the Wall Street Journal, the Department of Labor (DOL), is look...

ConAgra lawsuit shows problems with being a fiduciary

A former participant of ConAgra’s 401(k) plan filed a lawsuit against the company, alleg...

Fidelity lawsuit and the ERISA litigators will always be watching

Fidelity is being sued again, this time regarding payments made by mutual funds to the Fid...

That 401(k) Conference hit LA

On February 22nd, Dodger Stadium was the venue for the 4th edition of That 401(k) Conferen...

More issues with hardship distributions

Now that hardship rules are changing in 2019 with the elimination of the six-month deferra...

Trust in this business does take time

Suppose someone you never met before comes up to you and asks whether they can stay at you...

The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint ...

What Were They Thinking #60 Gerber Singles: Baby Food for Adults

When you have two toddlers that are born within 15 months as I did, you spend a lot of tim...