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I can’t imagine the cold emails work

I handle my investments. I work with financial advisors around the country, they are the ...

Audit rule will put some PEPs out to pasture

It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1...

Define small

I will reiterate that almost all small and medium-sized 401(k) plans are immune from 401(...

State mandated plans help the lower paid

My daughter works at the local pizzeria. I can’t imagine they would offer a retirement ...

State plans push independent 401(k) plans

The reason I like state-mandated IRA programs for employers is because it increases retir...

Stop the complaining, new Frasier is good

Cheers is probably one of my top 10 favorite shows. Even went to the real Cheers bar for ...

The Marvels flop, how MCU can get its mojo back

All good things come to an end. The Marvel Cinematic Universe’s streak of a couple of d...

Stick to what you know

Over the past 13 years as a solo ERISA practitioner, I always get asked if that’s all I...

Don’t give employees the wrong idea

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

Don’t ignore the fees that your clients pay

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