The #1 metric has to be client satisfaction
The thing I hated most of my time at that certain Long Island law firm was that the only thing they...
The thing I hated most of my time at that certain Long Island law firm was that the only thing they...
If people pass on enough incorrect information out there, you start to believe it. When I worked at...
In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did v...
When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people know how up...
You’ve got a lot on your plate as a retirement plan provider and the last thing you need is more ...
I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since I was hol...
The one drawback in the fee disclosure regulations was that the Department of Labor (DOL) never bot...
The sales process in the small to medium-sized retirement plan business is slow. It’s slow becaus...
I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan sponsors h...
I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have work...