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Empathy goes a long way

When I started my law firm about 8 years ago, I had already had a marketing guru who was handling my...

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Matrix sued over Vantage Benefits

If you’ve learned anything from me, just realize that anyone can be sued for anything. All you nee...

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You see how large 401(k) providers can treat their employees

I love Clint Eastwood movies and one favorite is “In The Line of Fire’.  John Malkovich is play...

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It’s a changed and less profitable world for financial advisors

In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did ve...

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Ary’s Gems#2: Fletch

My favorite movie of all-time, but Fletch, the 1985 comedy classic starring Chevy Chase comes in sec...

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Pick up the phone

I always say one of the main reasons that a provider gets fired is when the plan sponsor feels that ...

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The New Fiduciary Rule is Dead, Jim

In a move that should shock no one, the Department of Labor (DOL) pretty much left the fiduciary rul...

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The DOL is still targeting late deferrals

It should be the simplest thing to do, yet so many plan sponsor fails to do it. What I’m talking a...

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That 401(k) Conference debuts at Citi Field

The crazy idea of starting another 401(k) Advisor Conference plus adding some unique elements made i...

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The Plan Sponsor may not see how great you are

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose. She was ...