Category Archives: Retirement Plans

When I started my national single employer retirement plan practice, I learned that getting clients is something that was going to be dependent on me. Clients and referral sources don’t fall into your lap. Before JDSupra and before Mike Alfred … Continue reading →

My latest JDSupra.com article can be found here.

Being a plan fiduciary whether you are a plan sponsor or a plan trustee is serious business. You can get into trouble for stuff that you think is rather innocuous and the reason you think it’s innocuous is probably why … Continue reading →

When I was working for a third party administrator, we were getting bought out. Going from a closely held business by a larger business would bring some changes. I told employees that whenever there is a purchase of a business … Continue reading →

The continuing success of building my law practice is directly attributable to my work in social media. My articles, newsletters, and the blog that you are reading is the major reason I have been able to continue to grow my … Continue reading →

My latest JDSupra.com article can be found here.

I just recently restated the plan document of a plan sponsor that was leaving a payroll provider third party administrator (TPA), one of the 2 big playersin the market. The plan document looks like it could have been drafted by … Continue reading →

I don’t know what’s going on in the south shore of Long Island over the past year and it wasn’t just Hurricane Sandy. A year and a half ago, the treasurer of my local school’s PTA stole more than $5,700 … Continue reading →

Glad to have been part of this great article for FiduciaryNews.com. Find it here.

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