I always say the two worst things you can give people are false praise and false hope. One of the reasons that I started my practice is because I was an employee and for the most part, I didn’t like how I saw employers treat employees especially when it came...
One of the business philosophies I learned while working for a third party administrator is that it’s a lot easier to lose a client than to gain one. I know that first hand, seeing bad service that gets plan sponsors to fire you and going on sales meetings a...
When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...
When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...
For any presidential campaign, there usually is an ad about which candidate would you trust to handl...
Over the years, I worked with many organizations starting back with student political organizations ...
I’m a little frank. Sometimes people think they have great ideas and they’re really not. The pro...
I always talk about my time at that old law firm because it was the most frustrating experience of m...
Small business retirement plans look great on paper. A Simplified Employee Pension (SEP) plan or Sav...
One of the greatest parts of my job as an ERISA attorney is helping financial advisors out with pote...
