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Advisors Need To Offer Education

Advisors ask me all the time of the role of education in participant directed 401(k) plans and it’...

Avoid the headache: Stick to what you know

Over the past 7 years as a solo ERISA practitioner, I always get asked if that’s all I do. It’s ...

Don’t get out of your level of comfort

I started this law firm about 17 years ago as a side project. It is where I could offer legal servic...

Grow your client’s plan assets

If you’re a financial advisor, more assets under management equal more money.  It’s pretty simp...

Don’t Let Them Change You

When I started my own National ERISA/ retirement plan law practice more than 7 years ago, it wasn’...

You Might Be The Plan Provider That They Don’t Need Right Now

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping drama with...

Stating The Obvious On Fees

The 401k Averages Book is one of the great publications in the retirement plan business and I recomm...

The shrinking 401(k) margins and the cost of it

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,550...

One From The Heart

The Dark Knight Rises is one of my favorite movies and one great scene at the end is when Catwoman t...

If they could to them, they’ll do it to you

There is a great scene from the movie In The Line of fare where Clint Eastwood’s character Frank H...