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There is never a need to troll

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitt...

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw b...

Hate ESG funds? Don’t offer them

The ESG rule issued by the Department of Labor (DOL) has incensed anyone who believes that the sele...

It’s all a matter of perspective

Vendettas in the retirement plan business don’t pay your bills. Disputes with other retirement pl...

Time to replace bad decision makers

I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at our plan....

Be wary of people like SBF

My wife doesn’t know much about crypto, but she is fascinated by what happened with FTX and SBF. ...

Get threats, contact an ERISA attorney

You could be the greatest plan provider, but you can’t please everyone. Even when things aren’t...

Do your job

One of my worst habits is not being over-infusive in my compliments, except in my restaurant tippin...

Education should be fun

I always believe that education is really important. My parents instilled that value in me, they we...

The problem of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire peop...