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They have to play by the rules

When it comes to my law practice, I have an open phone call policy. I entertain phone calls from financial advisors and TPAs around the country and try to help them by answering questions regarding their current clients or potential clients. I don’t charge ...

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Executive Editor of The American Jurist, which was the student newsmagazine for my final year of law school. I wasn’t a particularly fond fan of my law school, I think they...

PEP vs state mandated IRAs: it’s the money

When an employer must sign up with a state-mandated IRA program and is considering that or a pooled...

You can’t afford to live on the edge

One of the reasons I’ve stayed out of trouble in the retirement plan space is that I haven’t st...

The problem with attendance

I was invited to speak at a statewide conference on pooled employer plans. It was the first time I ...

LinkedIn isn’t a dating site

Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my ...

Highlight the good you do

I used to live in a great school district until school board members stayed on after their kids gra...

The problem with SDBAs are still there

The federal Thrift Savings Plan will allow participants to allocate some of their assets through a ...

Will inflation and consolidation increase fees?

For almost 10 years, we’ve had fee compression in the retirement plan industry. The question i...

Cite what you did

My village is finally getting a contested election for the school board for the first time in forev...