close

Are you kidding me?

The older I get, the more I’ve become Larry David in Curb Your Enthusiasm. I’m at the point whe...

They won’t defend you, they don’t defend themselves

When I was a kid in Hebrew day school, I enjoyed going to the synagogue services for kids, that wer...

It’s dangerous to have an opinion

When it comes to business, I say that I’m not competing with any other ERISA attorney out there, ...

I recommend PEP-HUB

There are a lot of great 401(k) services out there that I haven’t used, so touting them isn’t g...

My biggest pet peeve in business

For 14 years now, I have had an ERISA practice of my own and my favorite part of the job is meeting...

It’s all about communication

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) Conference...

Accept the compliment

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) Conference...

Networking the wrong way

When it comes to building a retirement plan practice, networking is an important component. Whether...

Complacency for TPA is deadly

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) ...