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Clients need to get over a fear over ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

Compromise means you have to give in too

I am in the midst of a serious dispute with a third-party administrator (TPA), let us just say it’...

Watch over the use of photos with your website

This is a heads up for retirement plan providers and it has nothing to do with retirement plans. &nb...

Employees don’t need to see that

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee...

Make sure it’s not a gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

Yeah, Bitcoin in 401(k) plans is a bad idea

Over the 30 years of investing, I have seen nothing like my investment in bitcoin and other digital ...

Advisors need to offer education, it’s that simple

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

Well, I have an in with this association

If I got $5 for every time an advisor or other plan provider told me they had an in with an associat...

Purchasers need to stay in their lane

I’ve written blog posts about the problems that I see when a plan provider I know gets purchased. ...

From a certain point of legal view

There are two types of ERISA attorney, those that work for a plan provider and those that don’t. M...