Category Archives: Retirement Plans

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

My latest JDSupra.com article can be found here.

When changes to the Internal Revenue Code in 2006 made automatic enrollment part of the Code and much more appetizing to plan sponsors in limiting their fiduciary liability, I told my bosses at a producing third party administration (TPA) that … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

Chutzpah is a Yiddish word which means audacity, gall, nerve.  A perfect example of chutzpah is about the murderer who killed his parents, but is asking the Judge for mercy in sentencing because he’s an orphan. Over the past 14 … Continue reading →

I was a fit at my old law firm sort of like how my son’s toddler clothes fit him at age 7.  I wasn’t a good fit because I didn’t take myself too seriously, I tried to push for flat … Continue reading →

My latest JDSupra.com article can be found here.

I was at a plan sponsor event regarding fee disclosure in one of my favorite places, Times Square (especially because I remember what a sewer it was 30 years ago as a kid). To my amazement, one of the plan … Continue reading →