Monthly Archives: February 2011

Proof Positive You Should Never Go Negative In The Pursuit Of a 401(k) Client

As many of you are aware, the producing TPA that I worked for was folded into a sister company TPA because of an ongoing Department of Labor investigation into its practices of steering clients to revenue sharing funds without disclosing … Continue reading

Posted in 401(k) Plans, Retirement Plans | 2 Comments

Law Firm Law Review

The latest newsletter for clients, friends, and partners of my firm can be found here.

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