Monthly Archives: December 2013

Client is contacted by IRS or DOL, have them be courteous and call an ERISA attorney

When you get pulled over by the police while driving, the best way to handle is to be pleasant and not be argumentative. You listen to the officer as to why he pulled over. Being belligerent and non-cooperative will only … Continue reading

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Law Firm Review

My newsletter geared towards financial advisors can be found here.

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Why a Plan Review Shouldn’t Be Treated Like a Trip to the Dentist

My latest JDSupra.com article can be found here.

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