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The greatest plan audit ever

For 18 years, I have been working on retirement plan audits. Either the plan was under exa...

Jim Ross’ Autobiography is a Slobberknocker

When it comes to professional wrestling play-by-play man, there is Jim Ross and everyone e...

Grow your client’s plan assets

If you’re a financial advisor, more assets under management equal more money.  It’s p...

Pick a Provider That Is Ahead of The Curve

When it comes to plan sponsors in choosing providers for their retirement plan, I think on...

Hagler-Hearns is still the greatest fight ever

Every time there is a mega fight like a Mayweather or Pacquaio fight, I always think of wh...

Should Your 401(k) Plan Go Safe Harbor?

December 1 is pretty quickly going to be upon us, which reminds me that I have some notice...

Don’t Let Them Change You

When I started my own National ERISA/ retirement plan law practice more than 7 years ago, ...

I am the silent Larry David

Curb Your Enthusiasm returned for its 9th season after a six-year hiatus. Next to Dallas a...

Using Funds From Only One Family Is An Awful Idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes....

You Might Be The Plan Provider That They Don’t Need Right Now

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping ...