My practice as an ERISA attorney is devoted to working with financial advisers to help their retirement plan clients reduce their administrative cost, minimize their fiduciary liability, and maximize retirement savings at a flat fee.
This dedication is as a result of my first-hand experience at seeing the underbelly of the retirement plan industry when I served as the Director of ERISA Legal Services for a third-party administration firm. I left that position in 2007 because I believed that fee disclosure was the future of the retirement plan business and that we were not going to adjust. My experience has shaped my practice and can help me give guidance on what pitfalls to avoid when working with a TPA.
