close

Dying organizations don’t change

I’m always fascinated by the history of dying organizations because I’ve been surrounded by them...

Stick to the plan

When I first started out, I worked as an attorney affiliated with a third-party administration (TPA)...

About my Bitcoin 401(k) opinion

A few weeks back, I offered my two cents on Bitcoin (and other crypto-currency) and why I thought th...

Don’t Cheat Employees On Their Retirement Plans

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...

Be Careful Who You Hit On The Way Up

I worked at a number of places in the 11 years before I started my own law firm practice and I will ...

Tell them like it is is Tell them like it is

One of the big parts of my practice is assisting third-party administrators (TPAs) who can’t or do...

When an organization stalls

When an airplane stalls, it’s no longer able to produce lift. When this occurs, there’s ...

TPAs need clear contracts

As an ERISA attorney, my retainer agreements are pretty straight and clear. Governed by the laws tha...

The problem of too much paper

First, there was the call for an Investment Policy Statement (IPS). Then advisors were touting the n...

Never give up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...