There’s a line you don’t cross.
For me, it happened in the quiet of my office, staring at a settlement agreement on my screen. The retirement section was riddled with errors and ambiguity—gaping holes you could drive a truck through. On the other side were two attorneys, eager to wrap things up.
They didn’t see it—or maybe they chose not to. Maybe they figured, “It’ll work out.”After all, who would notice? But I couldn’t let it slide.
I spoke up. I pointed to each gap and overlooked details that could cause problems. I explained what these errors would mean for their clients—real people, not just names on paper.
They paused. They were reluctant but listened. And then, they saw it. Suddenly, “good enough” wasn’t good enough anymore.
Because when it comes to retirement orders, “close enough” doesn’t cut it.
In the end, they fixed the errors and refused the shortcuts. That settlement agreement wasn’t just a document anymore—it became someone’s future. And if we can’t get that right, what are we even doing here
Sometimes, the right path isn’t the easy one. But it’s the only one worth taking.
Stand for something. Or you’ll stand for nothing at all. P.S. Speaking of standing for something, register your firm for my free 60-minute masterclass:
“Mastering Settlement Language for Defined Contribution Plans: Equalization is Not One-Size-Fits-All.”
This isn’t just a class—it’s your first step toward transforming how you handle retirement splits.