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control

Sometimes it’s about control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

super-lawyer

Meeting Client Expectations Even If You’re A Super Lawyer

A few weeks back and I was waiting at the train platform and I met a former client of mine from my l...

Walter White (Bryan Cranston) - Breaking Bad _ Season 5b _ Gallery - Photo Credit: Frank Ockenfels 3/AMC

Avoid the Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ma...

naked-gun

Complying with The Fiduciary Rule is feeling your way around

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be crass, but a ...

claritin-d

The reason for the Fiduciary Rule

There was a recent conference (thanks for the invite) where they had a roundtable about why the new ...

hotel-california-19

Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

california

State Run IRA Programs Can Actually Be An Opportunity for Plan Providers

A few states including California are going into the retirement business. While ordinarily competiti...

top-heavy

The Problem With Top-Heavy Administration

If you know about a thing or two about plan administration, you know about the top-heavy rules. The ...

waive-fee

You Make The Mistake, You Eat The Fee

10 years ago, I was at a law firm and helped draft an amendment to a multiemployer pension plan that...

weinstock_white_zinfandel_large

The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservative Jew. S...