When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national ERISA practice and I thought that a great foundation was the firm’s existing business clients. I thought it would make sense since the originating attorney for...
When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times, I’ll get the client. Price is rarely the reason why a potential client won’t hire me. Here is usually one reason why I don’t get hired: I’m cautious wh...
Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I always ...
I’ve told the story many times, but I used to work for a well known ERISA attorney at a union size...
The principal of my synagogue’s Hebrew School announced he was quitting after 16 years to take a p...
I have written many articles on the fiduciary warranty and how that is a deceptive practice in my mi...
Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...
When I started my law firm about 8 years ago, I had already had a marketing guru who was handling my...
In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did ve...
I always say one of the main reasons that a provider gets fired is when the plan sponsor feels that ...
