Experience can mean a lot of things
I always talk about how plan sponsors need to work with experienced financial advisors, th...
I always talk about how plan sponsors need to work with experienced financial advisors, th...
As an ERISA attorney, I always have an open phone policy with plan sponsors, financial adv...
As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revie...
When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a st...
10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to...
One problem with the Coronavirus pandemic is that Hollywood production has come to a stand...
The Last Dance was probably the greatest sports documentaries ever produced and there have...
Ever since I started my law practice, LinkedIn has been a very effective tool for me in gr...
As a result of the Coronavirus pandemic, I have consistently said that plan sponsors still...
The first time I heard the word Schnorrer, I was 7 years old and my parents took me on a t...
A friend of mine and I were talking about a financial advisor that we knew that had a trem...
Too often brokers and financial advisors think about their client’s retirement plan need...
Willis Towers Watson conducted a survey showing that a vast majority of plan sponsors are ...
That 401(k) Virtual Conference 3 will be held on Friday, June 5th from 11am EST to 3pm Eas...
The Internal Revenue Service (IRS)N has issued a series of an FAQ questions and answers re...
There are many third-party administrators (TPAs) that I know based on working with them or...
Trader Joe’s successfully beat back a class action 401(k) lawsuit. When reading the Judg...
EBSA Notice 2020-01 issued by the Employee Benefits Security Administration (EBSA) provide...
As part of dealing with coronavirus, the Employee Benefits Security Administration has iss...