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Don’t ignore your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, It was a bra...

Don’t give good employees the wrong idea

I always say that the reason I’ve never hired an employee is because I was an employee once too. I...

Well here is where an advisory firm gets in trouble

A good chunk of my work as an ERISA attorney is working with financial advisory firms in managing th...

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...