close

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...

Communication is key when dealing with your client

I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have work...