Category Archives: Retirement Plans

Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmother how much I loved her and I remember her telling me that she knew what I said was real. She told … Continue reading

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That possible RMD issue and what it means to you

While President Trump signed an Executive Order that directs the Department of Labor to promulgate regulations to make it easier for companies to join multiple employer plans, he also directed the Internal revenue Service to change the required minimum distribution  … Continue reading

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IRS to target excess 401(k) deferrals

When I do my own taxes and the income taxes for friends, the software I use will alert me when I make a mistake and perhaps, enter an amount in the 401(k) deferral box on Form W-2 that is in … Continue reading

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That 401(k) Conference will hit St. Pete this March

I am proud to announce That 401(k) Conference will be emanating from the confines of Tropicana Field on Thursday, March 7, 2019. Information on this site will be provided when ready. This will be in addition to our inaugural That … Continue reading

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It could be you

Prior to starting my own law firm, I made many different employer changes over the years to the point that my position as the managing attorney of myown law firm is the longest time I’ve been employed at one place … Continue reading

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A 401(k) Plan Sponsor Needs A Plan Review

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

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The problem with committees

Many articles talking about good retirement plan practices will talk about the need for employers to set up retirement plan committees to manage their 401(k) plan. While I agree that there needs to be some sort of process in place … Continue reading

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Sure it’s the employer’s fault, but come on now

With plan administration, there are so many mistakes that can be made and most of the time, it’s the fault of the plan sponsor and the third party administrator (TPA). However, there are many times were the error so explicit, … Continue reading

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Speak up or it won’t get better

Many years ago, I was an associate at a law firm that worked with a third party administration (TPA) firm. One of the owners of the TPA was also the attorney who was my boss. During my single days, I … Continue reading

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Classic Mistakes That Retirement Plan Providers Should Avoid

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

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