Category Archives: Retirement Plans

I wasn’t a fan of target-date funds when the markets crashed in 2008 because there was no consistency of investment objectives and equity-fixed income mix between target-date funds for a specific year among different fund companies. People who thought a … Continue reading →

My newsletter geared toward retirement plan providers can be found here.

People who are late are usually late most of the time. I’m usually always early for a meeting unless I severely misjudged traffic. I have a business partner who is almost always late, very rarely is he on time. So … Continue reading →

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

My latest newsletter can be found here.

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

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

I used to use a lot of paper in my law practice. Then I had 10 feet of water in my office after Hurricane Sandy and my file cabinet was outside, drying off for the next six months. Let’s just … Continue reading →

As an ERISA attorney for almost 21 years (my career can get its own drink), I have seen a lot of strange things that plan sponsors have done to risk the ire of the Internal Revenue Service (IRS) and the … Continue reading →

My local school board is run by a clique who see nothing wrong that some of their children got hired by the school district, hiring decisions approved by the board (minus the parent who abstains). The board and their minions … Continue reading →