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grandma

Make Sure The Service You Offer Is More Than Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

distgent

The Name You Know

7 years ago, I knew I was going to start my own national law practice dedicated to ERISA because I w...

camera

Watch your website over your photos

This is a heads up for retirement plan providers and it has nothing to do with retirement plans. It ...

employees

Employees don’t want to hear that

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee...

art

Advisors Should Care About Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

rosevelt

Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

dontgiveup

Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...

horsetowater

You Can Lead A Plan Sponsor To Huge Retirement Savings, But……

One thing I will always remember working as an ERISA attorney for third party administrators (TPAs) ...

vend

Don’t Let Vendettas Cost You

I’m sure people who have heard of me in my local village might say I’m difficult in the sense th...

sears

The Lesson from Sears

Sears is going to close its doors one day. You know it’s going to happen, they don’t have enough...