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Meeting Client Expectations Even If You’re A Super Lawyer

A few weeks back and I was waiting at the train platform and I met a former client of mine from my l...

Avoid the Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ma...

Complying with The Fiduciary Rule is feeling your way around

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be crass, but a ...

The reason for the Fiduciary Rule

There was a recent conference (thanks for the invite) where they had a roundtable about why the new ...

Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

State Run IRA Programs Can Actually Be An Opportunity for Plan Providers

A few states including California are going into the retirement business. While ordinarily competiti...

The Problem With Top-Heavy Administration

If you know about a thing or two about plan administration, you know about the top-heavy rules. The ...

You Make The Mistake, You Eat The Fee

10 years ago, I was at a law firm and helped draft an amendment to a multiemployer pension plan that...

The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservative Jew. S...

Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of plan spon...