Retirement Plan Committees and the Ego Problem
Whenever I sit with a retirement plan committee, I can’t help but be reminded of my experiences w...
Whenever I sit with a retirement plan committee, I can’t help but be reminded of my experiences w...
If you want to stay out of DOL trouble, here’s what I’d tell you over a drink,no legalese, just...
If you’re a plan sponsor, here’s what I’d tell you about the growing conversation around cryp...
When I was a kid, there was an ad about EF Hutton brokers. The line was simple: “When EF Hutton t...
Every single day, I get a text that someone is trying to hack into my Coinbase account. I don’t e...
One of the biggest problems I see when new clients hire me is that they never bothered to review th...
Years ago, back in law school, I was the Executive Editor of the student news magazine. It wasn’t...
In the retirement plan business, I’ve watched too many plan providers obsess over competitors—w...
You can cut corners in business. You can play fast and loose with your vendor contracts. You can ev...
Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit?...