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Maybe I’m like Larry David, but I have a lot of pet peeves. I hate when people whistle or sing in ...

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national E...

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times,...

Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I always ...

I’ve told the story many times, but I used to work for a well known ERISA attorney at a union size...

The principal of my synagogue’s Hebrew School announced he was quitting after 16 years to take a p...

I have written many articles on the fiduciary warranty and how that is a deceptive practice in my mi...

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...

When I started my law firm about 8 years ago, I had already had a marketing guru who was handling my...

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