You can’t sell Betamax in a VHS World
A plan provider once asked me if I had written a comprehensive article on why trustee-directed 401(...
A plan provider once asked me if I had written a comprehensive article on why trustee-directed 401(...
Recordkeepers and Third Party Administrators (TPAs) need to either scale up or innovate. The trend ...
In life, choice is usually a good thing. However, when it comes to daily valued 401(k) plans, too m...
Years ago, I was irritated when a person from my community was appointed to an elected position bec...
On whether to recommend Bitcoin and other digital assets for clients, financial advisers are wary a...
Every time I’ve spoken to other plan providers about certain things they are working on, all I la...
Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site in...
I was a first-year law student participating in moot court, just because all second-year students p...
A financial advisor called me and asked me if there was a problem that an insurance policy paid by ...
When I started my law practice almost 15 years ago, I started to look at what the competition was d...