Category Archives: Retirement Plans

Who can forget Alec Baldwin’s speech in Glengarry Glenn Ross on how salesmen should “Always Be Closing” and how coffee is for closers only? It was the highpoint of a great movie. I’m not going to go through a discussion … Continue reading →

When the great Bill Parcells (go Big  Blue!) was the head coach of the New England Patriots, he got into a tiff with owner Robert Kraft because Parcells wanted more of a say in the personnel decision-making process. Parcells famously … Continue reading →

My latest newsletter geared towards retirement plan providers can be found here.

My latest JDSupra.com article can be found here.

My latest newsletter can be found here.

My latest article can be found here.

When I was a kid, there were two varieties of Cheerios, one version of Listerine, and one type of Crest toothpaste.  If you got to the supermarket these days, there are about a dozen varieties of Cheerios, more than a … Continue reading →

My latest JDSupra.com article can be found here.

When I worked at that law firm, I always felt I was Al Czervik, the Rodney Dangerfield character from Caddyshack while the Managing Attorney was like Judge Elihu Smails or maybe Smails’ wife since the Managing Attorney was female. Regardless, … Continue reading →

I want to thank all my readers that helped me get recognized as the JDSupra Readers’ Choice Awards 2016 top author for he insurance industry (which includes ERISA). Details can be found here.