Author Archives: admin

The Small Stuff That Plan Sponsors Should Sweat Out

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

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The RFP Process has to be real

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, … Continue reading

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Warning Signs that Your Retirement Plan Might Be In Trouble

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

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The thing about that Oakley thing

I’m an LA Clippers fan from Brooklyn and my wife was kind enough to score me some great seats for their game a few weeks back at Madison Square Garden through her employer. The seats were fifth row behind the … Continue reading

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If you’re a jerk to employees, they’ll remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, when someone stabs me in the back, all bets are off. So anyone who maybe had a problem with me … Continue reading

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The Radio Shack lesson for plan providers

Radio Shack filed for bankruptcy again and is closing another 187 stores. I know the jokes and how people are puzzled that they’re still in business. However, there is a lesson here for plan providers. When I was a kid, … Continue reading

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401(k) Plan Sponsors: Don’t Make These Mistakes

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

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Don’t hire relatives as your plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play cards with a guy named Doc, or do business with family. Yet I have come across so many financial … Continue reading

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Pick up the damn’ phone

As a consumer, I have to say the thing that annoys me the most is when you call a company or a person and they don’t return the call or reply to the messages I left. It’s annoying because to … Continue reading

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You’re Paying for That

The best third party administration (TPA) salesman I ever knew wasn’t happy with the typical GMC SUVs that he had leased in the past, so he wanted something more. After talking with the head of the company who he was … Continue reading

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