Category Archives: Retirement Plans

Don’t be the Blockbuster of Retirement Plan Providers

In 1994. H. Wayne Huzienga sold Blockbuster Video to Viacom for $8.4 billion. At its peak, there were 9,000 stores. Dish Network who bought Blockbuster a few years ago for $320 million, just announced the closing of the last 300 … Continue reading →

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A Plan Sponsor’s Guide to 401(k) Revenue Sharing

My latest JDSupra.com article can be found here.

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For plan sponsors, some end of the year considerations and questions

The one thing that I think most employers forget about in sponsoring a retirement plan is that an employer sponsored retirement plan is an employee benefit. Maybe not as important as health insurance, but certainly more important than gym discounts … Continue reading →

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Retirement Plan Advisors Advantage

My latest newsletter geared towards financial advisors and other plan providers can be found here.

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The Cardinal Rules for Retirement Plan Providers

My latest JDSupra.com article can be found here.

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2014 Retirement Plan Limit

The IRS released the following today: The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan remains unchanged at $17,500. The catch-up contribution limit for employees aged 50 … Continue reading →

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Law Review

My latest newsletter can be found here.

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Communication is key; speak to your clients on their level

I have been an ERISA attorney for 15 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there. Probably my … Continue reading →

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The Smaller Stuff Creates the Biggest Liability Pitfalls for 401(k) Plan Sponsors

My latest JDSupra.com article can be found here.

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Don’t pick a plan provider just on popularity

Aside from the monthly tally of most read articles on JDSupra, I’m not very popular. It’s probably my personality or just not wanting to go with the flow, but I’m not a popular guy. Ask my family, ask my former … Continue reading →

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