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You can’t go negative

Growing up, I was a pessimist. I don’t know why, but I let every little thing get to me, and I realized that being negative often scares people away. That’s why I recommend that when dealing with potential clients, you shouldn’t dwell on the nega...

The whole job offer fiasco

I have been an ERISA attorney since 1998. More than half my career now has been in my practice for 15 years this April. For about a three-year run from 2007-2010, I had three different jobs, and the whole process of working for others and the job search proce...

The whole job offer fiasco

I have been an ERISA attorney since 1998. More than half my career now has been in my practice for ...

Don’t make the interview process a living hell

A friend of mine is interviewing for a new job. What was supposed to be one interview has morphed i...

BlackRock Lifepath lawsuits were a dud

I knew early from my law school days that I had zero interest in litigation. It was probably from M...

Be open and honest

Someone from my past was in a new line of work and I wanted to help them out. They were presenting ...

You have to deal with schnorrers, but draw the line

One of my favorite Yiddish words is “schnorrer.” While it means beggar or sponger, it e...

There is nothing wrong with dreaming, just don’t make it a fantasy

I believe that plan providers who promised they will make me wealthy have consistently failed in th...

You can’t sell Betamax in a VHS World

A plan provider once asked me if I had written a comprehensive article on why trustee-directed 401(...

Need to differentiate yourself among the big boy and big girls

Recordkeepers and Third Party Administrators (TPAs) need to either scale up or innovate. The trend ...