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The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two s...

Yes, DOL audits are more terrifying

I have to see that as after 18 years, there is very little I fear and I fear of retirement...

Guardians of the Galaxy Volume 2 shows again how spare parts can be whole

I’ve read comic books on and off since I was a kid and for the life of me, I had no idea...

401k Loans: The Worst Possible Investment

Taking a 401k loan is such a bad investment choice that it should not be allowed in any 40...

Culture Can Only Change From The Top

I was leaving a position as an ERISA attorney at a third party administration (TPA) firm f...

Know when a SEP no longer fits

Those small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small bu...

Give your clients a “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had al...

The Bold and The Beautiful turns 30

When The Bold and The Beautiful premiered on March 23, 1987 replacing the cancelled Capito...

Interview: Dan Kravitz, Kravitz, Inc.

Q:  When did you start in the retirement plan business? A: My father, Lou Kravitz, found...