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Make sure the title means something

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one o...

Well, high earners have the most money to save

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provided high ea...

Solo 401(k) plans need more attention

Solo 401(k) plans are a great thing, have had one for almost 20 years. The problem with them is tha...

Trust is the underpinning behind any plan provider relationship

When working with other plan providers, trust is the biggest underpinning. Without it, you have not...

Don’t be a Schnorrer

The first time I heard the word Schnorrer, I was 7 years old and my parents took me on a trip to My...

There is never a need to troll

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitt...

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw b...

Hate ESG funds? Don’t offer them

The ESG rule issued by the Department of Labor (DOL) has incensed anyone who believes that the sele...

It’s all a matter of perspective

Vendettas in the retirement plan business don’t pay your bills. Disputes with other retirement pl...

Time to replace bad decision makers

I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at our plan....