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The Holiday Party

The best thing I did in my professional life was starting my own practice. The only thing I maybe m...

Watch out for those conflicts of interest

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as day. In...

Let go of the anger

A friend of mine advised me of the recent death of the owner of a third-party administration (TPA) ...

You have to make money

Before I officially started my own practice as my sole revenue generator in 2010, I started the law...

Always trying to find an angle for an ERISA lawsuit

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have curbed ex...

Small businesses have issue with plan creation

The small business part of the 401(k) business is a bit tough, a recent survey shows that. A sur...

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure the call ...

Control can be everything

I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost savings ma...

They won’t fear it until it happens

I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was: “They w...

Overhead

The reason I started on my own 13 years ago was because I bet on myself when that law firm (Meyer S...