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The most difficult clients to deal with are……

I’m becoming more like Larry David as I get older. Not the hypocritical part of Larry, but the pa...

You can’t let your system be overwhelmed

My son loves autograph signings. The enjoyment for me is dependent on whether the show is run well....

You can’t let opinions bother you

I have been blocked by 3 of the sitting 7 members of my local board of education on social media be...

Building consensus is the key

I work as the attorney for a not-for-profit organization, at least as the attorney for the board. ...

It’s a tremendous savings gap

They say a participant needs about $1.8 million for retirement savings, to live comfortably. The...

Need to increase that retirement coverage gap

According to a survey by my friends at Paychex Inc., less than half (37.6%) of U.S. employers offer...

The thing about stealing plan assets

The recent news about RiversEdge, the Third-Party Administrator (TPA) accused of stealing plan asse...

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they...

Verify the resume is true

Thankfully, it’s been about 13 years since I’ve had a resume. It wasn’t a fun job and I never...

Go where the audience

That 401(k) Conference returns this year at Globe Life Field in Arlington, Texas, on May 3rd, and Y...