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They still want to skimp when the plan is in so much trouble

I’ll get the referral from and advisor or third party administrator (TPA) with the plan that hasn’t been restated for 15 years and haven’t filed for a 5500 in just as long. They introduce me to the potential client, I offer them my help, and then cricke...

Are you kidding me?

The older I get, the more I’ve become Larry David in Curb Your Enthusiasm. I’m at the point where I won’t stop by withholding complaints when something annoys me. I’ve been in my practice for 14 years, and I’ve been an ERISA attorney for 25 years...

They won’t defend you, they don’t defend themselves

When I was a kid in Hebrew day school, I enjoyed going to the synagogue services for kids, that wer...

It’s dangerous to have an opinion

When it comes to business, I say that I’m not competing with any other ERISA attorney out there, ...

I recommend PEP-HUB

There are a lot of great 401(k) services out there that I haven’t used, so touting them isn’t g...

My biggest pet peeve in business

For 14 years now, I have had an ERISA practice of my own and my favorite part of the job is meeting...

It’s all about communication

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) Conference...

Accept the compliment

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) Conference...

Networking the wrong way

When it comes to building a retirement plan practice, networking is an important component. Whether...

Complacency for TPA is deadly

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...