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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 ...

The free distribution package problem

A lot of the bundled third-party administration (TPA) firms are offering free distribution packages ...