Monthly Archives: March 2014

Two law school professors and their 401(k) study

There is a tendency to shoot the messenger because folks don’t like the message. I ought to know. Whether it was in college, law school, or working at a third party administrator, I was the messenger of some terrible news. … Continue reading

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How My Career Mistakes Can Help You as a Retirement Plan Provider

My latest JDSupra.com article can be found here.

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Potential clients and the plan provider ties that bind

How many times as a retirement plan provider that you contact a retirement plan that is paying too much money and getting too little back in plan services? If you’re a registered investment advisor offering 3(38) service and you’re charging … Continue reading

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