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3(38) field is growing, as it should

When I first heard about ERISA §3(38) fiduciaries, I was a lowly law firm associate and I saw that...

Don’t let them push you around

I’ve watched Survivor since it first started about 23 years ago and I never tried out for the sho...

The Theater Of The Absurd

I knew a comedienne who was Sued by her sister-in-law for telling jokes about her, the mother-in-la...

You need the right partner

September 7th will be 20 years of marriage for me. If marriage was easy, there would be no divorce....

Don’t flake out

There must be something in the water where I live. Anytime I need a big project for my house, I jus...

Don’t shrug

One of my pet peeves out there is when you give a list of complaints to a business or an organizati...

Networking was never about selling

One of the great joys of my practice is networking with other plan providers. I enjoy meeting peopl...

You’ll be surprised how low the bar can be

My wife works for a law firm and based on the work she’s seen as an appellate attorney and tellin...

Make sure the title means something

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one o...

Well, high earners have the most money to save

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provided high ea...