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Plan Sponsors are Reactive, not Pro-Active

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...

You need leadership

For any presidential campaign, there usually is an ad about which candidate would you trust to handl...

Advertising won’t fix it

Over the years, I worked with many organizations starting back with student political organizations ...

You can still fail with a great idea

I’m a little frank. Sometimes people think they have great ideas and they’re really not. The pro...

To fish, you need bait

I always talk about my time at that old law firm because it was the most frustrating experience of m...

Small plans can bring big trouble

Small business retirement plans look great on paper. A Simplified Employee Pension (SEP) plan or Sav...

What annoys me

One of the greatest parts of my job as an ERISA attorney is helping financial advisors out with pote...

Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference....

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for ...

Being too long a provider can be bad too

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While ha...