Fifteen years ago, I walked away from the law firm treadmill, overhead, politics, billable hours, all of it, and went out on my own. I wanted to practice ERISA law in a way that actually added value, not just racked up hours. I didn’t want to be just another suit approving bad plan documents drafted by someone who didn’t know what “compensation” meant in a plan context. I wanted to fix things. That’s what Full Circle is about: coming back to the core of why I got into this space in the first place, to help people retire with dignity. If you’re a 401(k) plan provider, TPA, advisor, record-keeper, or attorney, here are ten hardearned, straight-talk tips from the trenches.
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