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Yes, DOL audits are more terrifying

I have to see that as after 18 years, there is very little I fear and I fear of retirement plan audi...

Guardians of the Galaxy Volume 2 shows again how spare parts can be whole

I’ve read comic books on and off since I was a kid and for the life of me, I had no idea who the G...

Culture Can Only Change From The Top

I was leaving a position as an ERISA attorney at a third party administration (TPA) firm for what I ...

Know when a SEP no longer fits

Those small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small businesses t...

Give your clients a “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had all my conta...

The Bold and The Beautiful turns 30

When The Bold and The Beautiful premiered on March 23, 1987 replacing the cancelled Capitol on CBS, ...

Interview: Dan Kravitz, Kravitz, Inc.

Q:  When did you start in the retirement plan business? A: My father, Lou Kravitz, founded our com...

Why you have bad funds in 401(k) plans

A few years ago, researchers from the business schools at the University of Indiana and the Universi...

Make Sure The Service You Offer Is More Than Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...