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The good old days for advisors are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did ve...

You’re still using too much paper

  I used to use a lot of paper in my law practice. Then I had 10 feet of water in my office aft...

They won’t tell you why they’re pissed

I was very outspoken in law school, complaining some of the injustices and hypocrisy that went on. I...

Plan providers and the beauty of a direct fee

For my first year of law school, I had a renowned criminal law professor. He had a penchant for ties...

The narrowing 401(k) margins

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,760...

The RFP Process has to be on the up and up

  Years ago, as a naïve associate at a semi-prestigious law firm (sorry Lois), I got the short...

It’s a question of intent

I live in an unincorporated village on Long Island and I’m always amused by the people who want to...

Something to augment what you do

As everyone knows, I’m not a big fan of payroll providers being third-party administrators, at lea...

Don’t let consolidation scare the life out of you

When I travel to a stadium or a game, I’m a beer snob and I will walk around to find a beer that i...

The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been ...