Category Archives: Retirement Plans

I’ve been a very lucky person. Despite some hardships, whether it was high school or that certain law firm on Long Island, I’m very lucky to be able to achieve what I achieved in my own practice and this retirement … Continue reading →

The road to hell is paved with good intentions, so the person who does a good deed could end up getting punished. Most financial advisors on a 401(k) plan do many things beyond the scope of what they were hired … Continue reading →

My latest newsletter geared towards financial advisors can be found here.

My latest JDSupra.com article can be found here.

The fixation and discussion about plan expenses usually flares up when the stock market isn’t doing well. Two major corrections within a 10-year period (2000-2010) made fee disclosure regulations inevitable.  With the way the market is going in 2014, we … Continue reading →

My latest newsletter for plan sponsors and plan providers can be found here.

My latest JDSupra.com article can be found here.

Regardless of which side of the political aisle created it, I like any product or plan that allows rank and file employees to save for retirement. President Obama made good on his State of the Union speech promise by ordering … Continue reading →

Yes, I will admit it, I love soap operas. My favorite show of all-time is Dallas and when I was a senior in high school and I was at home around 12:30 pm, I watched in succession, Young and The … Continue reading →

As I have stated before, I am loath to hire employees because I was an employee once too. That pretty much means that I never met an employee whoever thought they were overpaid. For that matter, I never met an … Continue reading →