close
cut

When you have to cut a retirement plan provider client off

I always believe that the retirement plan business is a relationship-driven business. It’s also a small world of industry where providers know providers nationwide. This belief has certainly helped my law firm practice grow as I’ve always had an open door ...

casino

Ratings won’t last forever

When I first started out as an ERISA attorney working for a third party administrator in the late 90’s, I remember when advisors tried to get in the very hot, highly ranked funds such as Janus Twenty. I remember the rush to the doors when Janus was closing t...

mar-vel

Captain Marvel and the ‘90s and 401(k) plans

Captain Marvel was an enjoyable movie, especially with the scenes dealing with the premise of it bei...

2C444AAC-3B3F-45B6-8196-DC7E031492D0

Mergers and acquisitions, call an ERISA attorney

If you have a client that is being bought out or is buying another company, the first thing you need...

D5F1F9B2-C835-490A-9209-F1FEFDB90EA3

Don’t trust again after getting burned once

When it comes to business and generally people, I treat people the way I’d want to be treated and ...

In God We Trust

Trust in this business does take time

Suppose someone you never met before comes up to you and asks whether they can stay at your house or...

45D533B3-EBAF-4BA7-8C33-3A6868F5751C

The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint in the ret...

pats

The Belichick story

I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New York Giant...

fios

When you show you don’t care, they get it

So the afternoon before Thanksgiving, my Verizon FIOS went down and wasn’t coming back so quickly....

aapl

Stick to your price

The only bad thing about smartphones is when you have to shop for another one. So my wife and I went...