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Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan sponsors have done to risk the ire of the Internal Revenue Service (IRS) and the Department of Labor (DOL). Many of these strange things could have resulted in plan disqu...

Talk to your client

I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there. Probably my greatest talent for helping my own practice ...

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...

Don’t nickel and dime your employees

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...

Tell them like it is

One of the big parts of my practice is assisting third-party administrators (TPAs) who can’t or do...

The problem with mini-fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a p...

Don’t Nickel and Dime Plan Providers

I sell some stuff on eBay. I’m selling collectibles I no longer want for collectibles I do want (v...

Make Sure It’s Not Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

Bigger is not better for your competition

Bigger is not better. At least I think so since I come from the school of less is more.   While...

They will remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...