Author Archives: admin

Fidelity Investments will allow investors to put bitcoin (BTC) into their 401(k) retirement savings accounts later this year. Plan sponsors that would offer it, could place a ceiling on the amount of savings earmarked for bitcoin, with the maximum cap … Continue reading →

My latest newsletter for retirement plan providers can be found here.

My latest newsletter can be found here.

Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my business. I have been rewarded with meeting so many great retirement plan professionals that have helped me over the past 10 … Continue reading →

It’s been happening a lot lately: a plan sponsor with several participating employers, not realizing that participation agreements for some of these employers weren’t done. This is just a silly mistake to make. While some plan documents may recite all … Continue reading →

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to clients, instead of being wedded to a billable hour because of a huge overhead working for a law firm. I … Continue reading →

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state-of-the-art Apple IIe with a monochrome monitor. One of the first pieces of software I bought was the top desktop … Continue reading →

One of the problems with a Department of Labor (DOL) guidance, there are certain professionals who read too much into things. Quite honestly, the DOL’s wariness of a crypto brokerage window doesn’t mean that they have a change of view … Continue reading →

Washington University reached a settlement agreement in the lawsuit filed against them in a federal court in Missouri for $7.5 million One part of the settlement agreement will require that defendants provide annual fiduciary training for all members of the … Continue reading →

I’m the guy who will travel to a Target further from my home because the Target in Farmingdale is far better than Westbury and Valley Stream and people think I’m crazy to travel 15 minutes more for a better run … Continue reading →