Every time I’ve spoken to other plan providers about certain things they are working on, all I later see are missed opportunities. There are no sure things in this business, there are opportunities. Even when you have a signed contract with certain retir...
Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site instead of developing it. Imagine if Jeff Bezos talked for a year or two about selling books on the Internet instead of going through developing the actual Amazon...
I was a first-year law student participating in moot court, just because all second-year students p...
A financial advisor called me and asked me if there was a problem that an insurance policy paid by ...
When I started my law practice almost 15 years ago, I started to look at what the competition was d...
I’m a long-suffering fan of the Mets and, I’ve had to deal with the underwhelming leadership of...
As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we terminated wa...
Friday, I was supposed to attend the New York Comic Con for a special session since I had a wholesa...
Most plan screwups happen when either the plan provider doesn’t ask and/or the plan sponsor doesn...
For the last two months, I had two phone call conversations with plan providers that I haven’t ta...
