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Just Tell Them Straight

One of the big parts of my practice is assisting third party administrators (TPAs) who can...

Ascensus is becoming a big time player

The first job I had was working as an ERISA attorney for a small law firm that was affilia...

What Were They Thinking #24 Sony gets even with a new format war

They often say that those who forget history are soon doomed to repeat it. Those in the el...

Being Outspoken Will Cost You

I always say that plan providers need to stand out in the crowd. I follow my own advice an...

Plan sponsors needs to keep record of all plan amendments

I didn’t have such a wonderful time at law school because I felt the administration and ...

Wonder Woman: DC get it right

I’m still a Marvel guy at heart, but I do like DC superheroes like Batman and Flash. Yet...

Be Careful Who You Attack On The Way Up

I worked at a number of places in the 11 years before I started my own law firm practice a...

“Experience” means lots of things

I always talk about how plan sponsors need to work with experienced financial advisors, th...

Don’t gyp employees on retirement plans

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. T...

Welcoming the New Client

As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and th...