Category Archives: Retirement Plans

One of my least favorite days during the year is my birthday because I’ve been accustomed to it being a so-so to a bad day. I took my Criminal Law final on that day during my first year at law … Continue reading →

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

My latest jdsupra.com article can be found here.

My latest newsletter can be found here.

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

I always say that I come up with many ideas, but most of them are bad. Seriously, there are so many bad ideas out there in the 401(k) space and one of the really bad ideas out there are bundled … Continue reading →

Information on another venture I’m working on can be found here.

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

The landscape for the retirement plan business has radically changed since when I first started in 1998. Normal courses of business such as revenue sharing and non-transparency of fees were the order of the day. No one cared when the … Continue reading →

Like George Costanza who always tried to leave on  a high note in an episode of  Seinfeld, I always try to leave at the right time. Most of the time, it’s the right time. Sometimes it’s like the last episode … Continue reading →