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Don’t ignore your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, It...

The Value Will Always Be In The Older Cards

Thanks to an interest in going to baseball cards show to meet former players and a son who...

Trump and the 401(k) Flip Flop

After word leaked that proposal for tax reform may include a provision limiting pre-tax sa...

What Were They Thinking #37 Aerosmith without Joe Perry

When you think of any rock band, you always think of the lead guitarist. The Rolling Stone...

Don’t give good employees the wrong idea

I always say that the reason I’ve never hired an employee is because I was an employee o...

Don’t want to call an ERISA attorney? It’ll snowball

The snowball effect is term for a process that starts from something that is small and bui...

Well here is where an advisory firm gets in trouble

A good chunk of my work as an ERISA attorney is working with financial advisory firms in m...

The $2,400 401(k) cap isn’t going to happen

History has shown that when it comes to tax reform, certain personal deductions are sacrif...

IRS Announces 2018 Retirement Plan Limits

The Internal Revenue announced the retirement plan limits for 2018 with many changes that ...

There is a difference in the quality of service that TPAs offer

In any service industry, the quality of service and price can be far and wide. While peopl...