I’ll admit it—I loved Cracker Barrel. Living in New York, I never had one nearby, so whenever I traveled, I made it a point to stop. In 2014, I was in Florida and ended up at three different Cracker Barrel locations in just two days. That’s how much I e...
When I look back on my brief tenure at that union law firm, the irony wasn’t lost on me. We were representing labor, but as associates, we were treated so poorly that the running joke was that we ought to unionize ourselves. That early experience cemented m...
One of my favorite sayings is: “The road to hell is paved with good intentions.” To me, it’s ...
If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re ...
There’s a hard truth about being a plan sponsor or a plan provider: you can be doing everything r...
When I look back at my time as an employee, before I ran my own practice, before I was speaking in ...
If you’re a plan provider—advisor, TPA, recordkeeper, or pooled plan provider—you’ve probab...
I once volunteered for an organization where I flat-out said the leadership—excluding myself—wa...
Vanguard’s latest report makes a blunt point: allowing collective investment trusts (CITs) in 403...
Without fail, every single day—like clockwork—I get a handful of emails trying to pry their way...
