I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. Director. I know because I’ve been there and done that. I write articles, I blog, and I started this crazy website. Ever since I started my pra...
When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day-to-day running of a business doesn’t just need someone who is ex...
Going for that annual review was like going to a dentist if I had cavities. You know it would be pa...
I work (outside of plan audits) on a flat fee basis. What I say is the price is the price. If I mis...
When I was at law school at American University Washington College of Law, I was the Executive Edit...
The uniqueness of the §3(38) proposition is that the §3(38) fiduciary has discretionary authority...
As discussed so many times in the past, I went to that crappy law firm and thought I could use soci...
A buddy of mine has been out of work for over a year. He’s a plan administrator who worked for se...
When fee disclosure regulations were implemented, there were a few industry chicken littles that su...
When you meet retirement plan sponsors just at different networking events and they find out that y...
