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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) ...

Don’t Let Vendettas Cost You

I’m sure people who have heard of me in my local village might say I’m difficult in the sense th...

The Lesson from Sears

Sears is going to close its doors one day. You know it’s going to happen, they don’t have enough...