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AEROSMITH - WORLD TOUR 2007: A.Le Coq ARENA, Tallinn, Estonia

When I don’t get the gig

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times,...

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Know when you should go

Like George Costanza who always tried to leave on a high note in an episode of  Seinfeld, I always ...

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Less is almost always more

I’ve told the story many times, but I used to work for a well known ERISA attorney at a union size...

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Don’t let your best employees leave over money

The principal of my synagogue’s Hebrew School announced he was quitting after 16 years to take a p...

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You can’t be everybody for everything

I have written many articles on the fiduciary warranty and how that is a deceptive practice in my mi...

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Don’t discount offering participants at least an education

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...

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Empathy goes a long way

When I started my law firm about 8 years ago, I had already had a marketing guru who was handling my...

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It’s a changed and less profitable world for financial advisors

In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did ve...

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Pick up the phone

I always say one of the main reasons that a provider gets fired is when the plan sponsor feels that ...

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The Plan Sponsor may not see how great you are

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose. She was ...