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Lighten up Francis, it’s just an opinion

My most famous and most read articles has been the series of articles concerning my opinion that the...

LinkedIn isn’t some sort of singles dating site

Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my b...

The problem with TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a tremendous and...

401(k) Plan don’t have to be a period, they can be a comma

Too often brokers and financial advisors think about their client’s retirement plan needs and only...

A lot of fluff, no stuff

There are many third-party administrators (TPAs) that I know based on working with them or based on ...

A headline is just a headline

Trader Joe’s successfully beat back a class action 401(k) lawsuit. When reading the Judge’s opin...

Still push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Broo...

Here comes the Outflows

With the CARES Act now law and most employers opting in for the COVID-19 distribution for their 401(...

Don’t be friendly with employees

There are essentially two types of people at any company: management and the employees. I always say...

The new normal will be here for a while or will it?

  The problem with the Coronavirus pandemic is that for every 4 medical experts, there seem to ...