close

When markets sink, plan sponsors lose interest

When I worked for third-party administrators (TPAs), nothing hurt prospecting more than a down stoc...

I can’t imagine the cold emails work

I handle my investments. I work with financial advisors around the country, they are the best refer...

Stick to what you know

Over the past 13 years as a solo ERISA practitioner, I always get asked if that’s all I do. It’...

Don’t give employees the wrong idea

I always say that the reason I’ve never hired an employee is because I was an employee once too. ...

Don’t ignore the fees that your clients pay

I first started paying for my own car when I got my first job as an ERISA attorney, It was a brand ...

The Holiday Party

The best thing I did in my professional life was starting my own practice. The only thing I maybe m...

Watch out for those conflicts of interest

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as day. In...

Let go of the anger

A friend of mine advised me of the recent death of the owner of a third-party administration (TPA) ...

You have to make money

Before I officially started my own practice as my sole revenue generator in 2010, I started the law...

Always trying to find an angle for an ERISA lawsuit

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have curbed ex...