When I started my own National ERISA/ retirement plan law practice more than 13 years ago, it wasn’t easy. It still isn’t easy, but I could no longer see myself working for people who were either too arrogant or too blind to see what the retirement plan i...
Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by pay is far more important than the opinion that is greased by greed. I had lunch with my local neighborhood third-party administrator (TPA) and we were talkin...
If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a glass, hal...
Stealing a line from Chris Rock, I once joked while working at a third-party administrator (TPA) th...
The fact is that sometimes, bad things happen to good people. That can be said about retirement pla...
Over the past few years, more and more workers have become gig workers. In reality, they are just s...
January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have been launch...
I know quite a few advisors that get upset when a plan provider is inching toward being a full comp...
You’re at a sales meeting and the current plan provider is just doing a terrible job of working o...
Years ago, most financial advisors were not aware of their role as retirement plan advisors when it...
