close

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(...

Need to differentiate yourself among the big boy and big girls

Recordkeepers and Third Party Administrators (TPAs) need to either scale up or innovate. The trend ...

The thing about too much choice in 401(k) plans

In life, choice is usually a good thing. However, when it comes to daily valued 401(k) plans, too m...

Watch those social media posts

Years ago, I was irritated when a person from my community was appointed to an elected position bec...

Advisors aren’t sold on Bitcoin

On whether to recommend Bitcoin and other digital assets for clients, financial advisers are wary a...

There are no sure things, there are opportunities

Every time I’ve spoken to other plan providers about certain things they are working on, all I la...

You have to have a plan

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site in...

The Legend of The Flintstones Tie

I was a first-year law student participating in moot court, just because all second-year students p...

Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy paid by ...

Focus on what the competition isn’t

When I started my law practice almost 15 years ago, I started to look at what the competition was d...