Category Archives: Retirement Plans

I’m always fascinated by the history of dying organizations because I’ve been surrounded by them. Whether it’s a law firm, a synagogue, or a wrestling territory, they all have the same problems. The major problem is that they’re set in … Continue reading →

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

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

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelming. The paperwork includes plan documents, summary plan descriptions, amendment, valuations, trusts statements, and payroll. The fact is that as a … Continue reading →

With January 1st past us, we knew that many plan providers were going to launch Pooled Employer Plans (PEPs). I know, because I helped launch four and still in the process of converting two multiple employer plans (MEPs) into PEPs. … Continue reading →

Fidelity won a huge case. Schlichter, Bogard & Denton brought a lawsuit on behalf of four participants in Shell Oil Co.’s 401(k) plan. While the case focused on excessive fees, it alleged that the use of participant data by Fidelity, … Continue reading →

When I first started out, I worked as an attorney affiliated with a third-party administration (TPA). The problem with this TPA that it had 4 main partners and two other employees who had small ownership interests; it was a tribe … Continue reading →

A few weeks back, I offered my two cents on Bitcoin (and other crypto-currency) and why I thought they would be lousy investments in a 401(k) plan. I own Bitcoin and other crypto investments. I buy and sell NBA Top … Continue reading →

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty much means that I never met an employee who thought they were overpaid. For that matter, I never met an employer who thought … Continue reading →

I worked at a number of places in the 11 years before I started my own law firm practice and I will vouch that I didn’t try to hurt or attack any of my co-workers. People maybe upset with some … Continue reading →