Category Archives: Retirement Plans

In the 30 years that I’ve been an investor, I’ve always strived for the best performance, that’s me. Other people may want to strive for performance, but make a difference and I think they should have that right. So do … Continue reading →

T. Rowe Price has announced plans to transfer responsibility for its retirement technology development and core operations to FIS National Information Services. T. Rowe Price said it was expanding its 30-year relationship with FIS, leveraging FIS’ scale and extensive experience … Continue reading →

I have spent 11 years on my own in a solo ERISA practice and if you read anything since that time I started on my own, you will know that I still have a chip on my shoulder for the … Continue reading →

When it comes to business, I always say that. you should stay in. your lane and that’s why. I won’t. be offering a third-party administration service anytime soon. One of the many things that annoy about Facebook is the non-lawyers … Continue reading →

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

My latest newsletter for plan providers can be found here.

New York City Mayor Bill de Blasio signed into law legislation that will require private-sector employers located in New York City to provide a mandatory retirement savings program for their employees. The legislation creates a mandatory auto-enrollment payroll deduction IRA … Continue reading →

I get along with people for the most part because I make the effort. It’s also a lot easier to function in the retirement plan business when you have more friends than enemies. Unfortunately, there has been a number of … Continue reading →

I use Twitter for both business and pleasure. It’s a great way to promote all my businesses and I have developed friendships with quite a few people who are famous and many who are not. Recently while interacting with a … Continue reading →

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the retirement plan industry, we have retirement plan providers and their employees’ retirement plans. I know, I have been there. I’ve seen some … Continue reading →