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Culture Can Only Change From The Top

I was leaving a position as an ERISA attorney at a third party administration (TPA) firm for what I ...

Give your clients a “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had all my conta...

Make Sure The Service You Offer Is More Than Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

The Name You Know

7 years ago, I knew I was going to start my own national law practice dedicated to ERISA because I w...

Watch your website over your photos

This is a heads up for retirement plan providers and it has nothing to do with retirement plans. It ...

Employees don’t want to hear that

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee...

Advisors Should Care About Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...

You Can Lead A Plan Sponsor To Huge Retirement Savings, But……

One thing I will always remember working as an ERISA attorney for third party administrators (TPAs) ...