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The problem with mini-fiefdoms

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

Don’t Nickel and Dime Plan Providers

I sell some stuff on eBay. I’m selling collectibles I no longer want for collectibles I ...

Make Sure It’s Not Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from ...

Credentials and Awards may mean nothing

A Long Island business newspaper once named my old law firm’s administrator as its Chief...

Bigger is not better for your competition

Bigger is not better. At least I think so since I come from the school of less is more. &n...

They will remember

I always have the belief that I try to treat people the way that I wanted to be treated. H...

You don’t need the headache of former employees

A family member just went through the process of locating retirement plan accounts at two ...

Don’t hire relatives as plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’...

May be time to look at that TPA

58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Cont...

RFP process can’t be a sham

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of th...