Watch out for those conflicts of interest
It’s amazing sometimes how people are blind to conflicts of interest that are as clear as day. In...
It’s amazing sometimes how people are blind to conflicts of interest that are as clear as day. In...
A friend of mine advised me of the recent death of the owner of a third-party administration (TPA) ...
Before I officially started my own practice as my sole revenue generator in 2010, I started the law...
Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have curbed ex...
The small business part of the 401(k) business is a bit tough, a recent survey shows that. A sur...
I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure the call ...
I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost savings ma...
I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was: “They w...
The reason I started on my own 13 years ago was because I bet on myself when that law firm (Meyer S...
I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were g...