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...
When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the...
For any presidential campaign, there usually is an ad about which candidate would you trust to handl...
Over the years, I worked with many organizations starting back with student political organizations ...
I’m a little frank. Sometimes people think they have great ideas and they’re really not. The pro...
I always talk about my time at that old law firm because it was the most frustrating experience of m...
Small business retirement plans look great on paper. A Simplified Employee Pension (SEP) plan or Sav...
One of the greatest parts of my job as an ERISA attorney is helping financial advisors out with pote...
As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference....
I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for ...
Being a long time plan provider for a client can be a good thing and it can be a bad thing. While ha...