Monthly Archives: January 2015

There is a price to pay for being outspoken

I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s how I tried to act when I started my law practice 5 years ago. I was pretty brazen in my … Continue reading

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“Plain” Advice to Retirement Plan Sponsors

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

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Marketing is about drawing a dime of business

At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm administrator.  What he administered, I really had no idea.  I’m still waiting for him to help me with growing my practice after … Continue reading

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Pick Plan Providers Just Because They Are Cheap Is A Bad Idea

My latest JDSupra.com article can be found here.

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Most Attorneys are not ERISA Attorneys

Unfortunately, I have gotten involved in the politics of my local village which contains so much conflicts of interest and cronyism, it reminds me of the retirement plan business when I started in 1998. A lot of the fighting goes … Continue reading

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Focusing too much on Plan fees isn’t healthy either

I remember as a kid that there was move to use margarine because of the cholesterol that was in butter. Who can forget those talking Parkay carton commercials? Of course, we later learn that many margarines had high amounts of … Continue reading

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Advisors Advantage

My latest newsletter geared towards advisors can be found here.

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2015 New Year Tips for Retirement Plan Providers

My latest JDSupra.com article can be found here.

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Give your clients their own “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had all my contacts, business cards, and notes. For 1992-1998, it was state of the art because I didn’t have the shekels for a … Continue reading

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401kwire’s Top 100 Most Influential in 401(k): #100

I am proud to have been named of the Top 100 Most Influential in Defined Contribution/ 401(k)  by 401(k)wire.com for the second year in a row. While I dropped from #73 to #100, you get no extra money for finishing … Continue reading

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