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Go where the audience

That 401(k) Conference returns this year at Globe Life Field in Arlington, Texas, on May 3rd, and Yankee Stadium in Bronx, New York on June 7th. The events took a sabbatical in 2022 because of me. I initially announced events for Oakland and Detroit. These...

Those incompetent, in control, won’t quit

There is a “nebbish” who has been on the local school board for 12 years. Both of his daughters are in college. Yet, he is running for re-election. More importantly, in his re-election announcement, he announced no accomplishments in 12 years. I can tell ...

The one thing people have problem with the most

If there is one thing that over time, I’ve realized that people have a problem with the truth. ...

We are shaped by our experiences

When I used to write the annual article that Paychex and ADP were lousy third-party administrators,...

When markets sink, plan sponsors lose interest

When I worked for third-party administrators (TPAs), nothing hurt prospecting more than a down stoc...

I can’t imagine the cold emails work

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

Stick to what you know

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

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 once too. ...

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 was a brand ...

The Holiday Party

The best thing I did in my professional life was starting my own practice. The only thing I maybe m...