Category Archives: Retirement Plans

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. That may be true, but a class action lawsuit isn’t the only thing to fear. Most plans aren’t big enough … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

I think there are two types of leaders: those who lead and those who are enamored with being a leader. When you’re a leader and if you have people following you, you have the responsibility to lead. Being a leader … Continue reading →

I used to attend a lot more networking events when I first started my law firm when I had very little clients and I think that experience kind of made me attend far fewer events. Networking is an integral part … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

We’ve been conditioned in life that everything is about results. I know from law school the hard way how much that first job relied so much on grades. Businesses are so concerned with the bottom line and we know how … Continue reading →

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not when there are a vast selection … Continue reading →

My latest article on JDSupra.com can be found here.