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Howard Stern isn’t really great at interviewing

I have been a fan of Howard Stern for over 35 years, going back to the days of afternoon drive time ...

Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan needs and only...

The De-Conversion Process is an eye opener

More than 20 years ago, I was the Executive Editor of my law school’s news magazine. In one of my ...

The Problem with 3(16)

Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16) services...

Details those hardship requests

When I draw up a new 401(k) plan for a client, I tend to be liberal in distribution provisions by al...

The problem with NASCAR

Martin Truex Jr. is the defending champion and his team is being disbanded. Jimmie Johnson is a seve...

My Problem With Networking Events

I used to attend a lot more networking events when I first started my law firm when I had very littl...

The problem with nepotism

When you have a family run business, nepotism is in a strong possibility when the children get invol...

It’s never a farewell tour

Kiss performed Detroit Rock City on Americas Got Talent and proclaimed that they would embark on a f...

Don’t panic if a provider you knows gets sued, but….

  As a plan sponsor, you’re always going to run into another plan provider that is interested...