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Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren...

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...

The one article I won’t write

I write a ton of articles as you may know and I will have advisors contacting me and suggesting some...

You need a change of culture to change

Long term businesses in the retirement plan business don’t die overnight. It takes a very long tim...

The theory of 401(k) peak litigation

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side of organiz...

Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM and I lea...

Don’t be that person

Social media is a great benefit for your 401(k) business, but sometimes it can be a disaster if you ...

Business is cyclical

20 years ago, the hard liquor business was dying and microbreweries were the hottest thing. People m...

Don’t bill for someone else’s work

You’ve got a lot on your plate as a retirement plan provider and the last thing you need is more h...

If you want it, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people know how ups...