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simple

Just Tell Them Straight

One of the big parts of my practice is assisting third party administrators (TPAs) who cant or don’t want t afford an ERISA attorney on staff.   I recently had to answer correspondence regarding the payout of a participant who was deceased and still req...

outspoke

Being Outspoken Will Cost You

I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s how I tried to act when I started my law practice 7 years ago. I was pretty brazen in my comments and I know I certainly ruffled a few feathers with my unbridl...

becareful

Be Careful Who You Attack On The Way Up

I worked at a number of places in the 11 years before I started my own law firm practice and I will ...

img_0275

Welcoming the New Client

As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and the thing I...

commiskey

Communication is key when dealing with your client

I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have work...

trust

When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longe...

thinair

Avoid The One Who Came From Thin

In my community, there was someone who lived there for 20 years and really did nothing for the commu...

chisel

Don’t Chisel Other Plan Providers

I sell some stuff on EBay. Basically I’m selling collectibles I no longer want for collectibles I ...

tickers

Some Financial Advisors Still Don’t Get It

Years ago, most financial advisors weren’t aware of their role as a retirement plan advisor when i...

train

Make sure everyone is on board with the change

Sometimes no matter how hard you work on a plan and do such a great job, oe person working for your ...