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Falling stock market is an opportunity

There were times in my life when I needed help and just didn’t get it. One of my favorite quotes ...

We have a cost communication problem

According to Sharebuilder 401(k). 74% of small businesses still don’t offer a retirement plan for...

It’s tough out there

It’s easier to push 401(k) plans when times are good. Times aren’t good and it’s a tougher se...

Timing is everything

In the 1970s, the Phillie Phanatic was born. While Mr. Met was the first mascot in baseball history...

They have to play by the rules

When it comes to my law practice, I have an open phone call policy. I entertain phone calls from fi...

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Executive Edit...

PEP vs state mandated IRAs: it’s the money

When an employer must sign up with a state-mandated IRA program and is considering that or a pooled...

You can’t afford to live on the edge

One of the reasons I’ve stayed out of trouble in the retirement plan space is that I haven’t st...

The problem with attendance

I was invited to speak at a statewide conference on pooled employer plans. It was the first time I ...

LinkedIn isn’t a dating site

Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my ...