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Pay the correct amounts

I had to be the Larry David here, but one of my gripes as a plan fiduciary and ERISA atto...

Know when it’s time to go

When looking at organizations, both businesses and charitable places, I’m always amazed...

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing envir...

Plans paying more? Well, yeah

I read that a recent study showed the 80% of 401(k) plans are overpaying in fees. Tell me...

US Retirement & Benefit Partners expands with new purchase

Consolidation among plans provides continues in the retirement plan business. U.S. Ret...

Pfizer wins lawsuit

The U.S. District Court for the Western District of Michigan granted Pfizer Inc.’s moti...

Get that Final 5500 done ASAP

When a plan terminates and distributes all its assets or merges all its assets into anoth...

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hirin...

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to...

Their feelings matter

Going for that annual review was like going to a dentist if I had cavities. You know it w...