One of my favorite Yiddish words is “schnorrer.” While it means beggar or sponger, it essentially refers to a cheapskate who tries to get something for nothing. There is nothing wrong with potential clients negotiating fees to get a bargain. I oft...
I believe that plan providers who promised they will make me wealthy have consistently failed in that promise. While it’s perfectly fine to dream of retirement plan profits, it’s important not to let those dreams turn into mere fantasies. The key differen...
A plan provider once asked me if I had written a comprehensive article on why trustee-directed 401(...
Recordkeepers and Third Party Administrators (TPAs) need to either scale up or innovate. The trend ...
In life, choice is usually a good thing. However, when it comes to daily valued 401(k) plans, too m...
Years ago, I was irritated when a person from my community was appointed to an elected position bec...
On whether to recommend Bitcoin and other digital assets for clients, financial advisers are wary a...
Every time I’ve spoken to other plan providers about certain things they are working on, all I la...
Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site in...
I was a first-year law student participating in moot court, just because all second-year students p...
