Category Archives: Retirement Plans

My least JDSupra.com article can be found here.

Much has been written about IBM’s decision to make their matching contribution annually rather than throughout the year.  While people point this out as some seismic change, this is hardly the same as converting a defined benefit to a cash … Continue reading →

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

My latest JDSupra.com article can be found here.

The American Society of Pension Professionals & Actuaries (ASPPA) is effectively a trade organization and like any trade organization, they get a lot of complaints about the work they do, some warranted and mostly not. In a nice and required … Continue reading →

My latest newsletter can be found here.

At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm administrator.  What he administered, I really had no idea.  I’m still waiting for him to help me with growing my practice after … Continue reading →

My latest JDSupra.com article can be found here.

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA field for over 14 years and that is all I have done since I first started working after getting my tax LLM … Continue reading →

My latest JDSupra article can be found here.