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Some Financial Advisors Still Don’t Get It

Years ago, most financial advisors weren’t aware of their role as a retirement plan advisor when i...

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Make sure everyone is on board with the change

Sometimes no matter how hard you work on a plan and do such a great job, oe person working for your ...

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Many times, plan sponsors don’t get it until it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of the things...

fiefdoms

The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a p...

culture

Culture Can Only Change From The Top

I was leaving a position as an ERISA attorney at a third party administration (TPA) firm for what I ...

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Give your clients a “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had all my conta...

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Make Sure The Service You Offer Is More Than Just A Gimmick

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

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The Name You Know

7 years ago, I knew I was going to start my own national law practice dedicated to ERISA because I w...

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Watch your website over your photos

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

employees

Employees don’t want to hear that

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