close

Stressing Value is a better proposition than stressing cost

Retirement plan providers need to look at their fees and determine what work they are doing for thei...

The Overselling of Services and they will find out

For a long time, I didn’t like to go to the dentist. It would be 4 years between cleanings and it ...

Understand the other side

One of the great talents that most people lack is having empathy. I think empathy is an actual talen...

Know whether it’s in you

I worked 9 years as an ERISA attorney working for third party administration (TPA) firms and that wa...

Know whether it’s in you

I worked 9 years as an ERISA attorney working for third party administration (TPA) firms and that wa...

You don’t need to think just happy thought about the retirement plan business

When I was at law school at American University Washington College of Law, I was the Executive Edito...

Just Tell Them Straight

One of the big parts of my practice is assisting third party administrators (TPAs) who cant or donâ€...

Being Outspoken Will Cost You

I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s...

Be Careful Who You Attack On The Way Up

I worked at a number of places in the 11 years before I started my own law firm practice and I will ...

Welcoming the New Client

As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and the thing Iâ...