Category Archives: Retirement Plans

I sell some stuff on EBay. Basically I’m selling collectibles I no longer want for collectibles I do want (vintage graded sports cards). I set a starting bid and a buy it now price and occasionally I’ll get the EBay … Continue reading →

If you go and read through the marketplace news on 401khelpcenter.com, you see something recurring that was unfathomable 10-15 years ago,. You have an insurance company offering an open architecture platform. You have another insurance company plan provider offering true … Continue reading →

The cost of correcting plan errors can be expensive. It can be expensive through corrective contributions and it certainly can be expensive through legal costs. I met an advisor who was discussing a very large problem that a plan sponsors … Continue reading →

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

Sometimes no matter how hard you work on a plan and do such a great job, oe person working for your client can cost you them as a client. When I worked for a third party administrator (TPA), we were … Continue reading →

It’s been about 4 months since Phyllis Borzi left her position as the head of the Employee Benefit Security Administration (EBSA) and as time passes by, we can certainly opine on her accomplishments in that position. Of course, since I’m … Continue reading →

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

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a parent with three children of their own and together they blended the families and everything ended up happily after a 22-minute episode. … Continue reading →

I have to see that as after 18 years, there is very little I fear and I fear of retirement plan audits by the Department of Labor (DOL). I’m going to have a larger fear as it’s clear that DOL … Continue reading →

My latest newsletter geared towards retirement plan providers can be found here.