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blackfriday

Glad to miss another Black Friday

Until I was married, I never went out on Black Friday. My wife loves Black Friday and she likes the ...

synagogue

You easily lose clients by not caring about them

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The demographics o...

xerox

Plan Providers Shouldn’t Copy Xerox

When I was a kid, everyone called a copy a Xerox because they were the leaders of photocopiers. I re...

reasonableness

Dear Plan Sponsors, it’s about Reasonableness

Thanks to fee disclosure regulation and litigation against plan sponsors, plan sponsors are focusing...

littabl

Don’t sponsor literature tables if it won’t bring you business

The camp my daughter goes to is a fine camp except I can’t stand the people running it because...

jamesholland

Interview: James Holland, MillenniuM Investment and Retirement Advisors

I met James Holland pretty soon after I started my own law firm through the discussion groups on Lin...

match

The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matching contr...

onion

Commission Trails Like Layers of an Onion

One of the most interesting aspects of dealing with the Fiduciary Rule is commissions. When a regist...

lucas

The Lucas Film deal is going to be a goldmine for Disney

In 2012, George Lucas sold Lucas Films to Disney for $4 billion. While it won’t be the Dutch b...

borzi

The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I’m go...