Category Archives: Retirement Plans

People ask me all the time how I can write so much about retirement plans. The answer is that I worked for my college newspaper called the Statesman. When you have an empty 16 page newspaper and about 12 hours … Continue reading →

My latest JDSupra.com article can be found here.

The question has been asked by many financial advisors, and third party administrators (TPA), and a reporter: “have you heard from any plan sponsors who didn’t get their disclosures from their plan providers?” The answer is no. While I don’t … Continue reading →

An article on benefitspro.com that I was featured in can be found here.

A third party administrator (TPA) that has its own affiliated registered investment advisor business is called a producing TPA. What they produce, I still have no idea. I always have trepidations regarding producing TPAs because of my experience with one … Continue reading →

My latest JDSupra.com article can be found here.

What you are about to read is a true story and probably summarizes my two year stint at a semi-prestigious law firm. When I first started there in 2008, the Managing Attorney For Life asked the human resources director to … Continue reading →

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

My latest JDSupra.com article can be found here.

A veteran of the retirement plan space has started a new company that will offer registered investment advisory services, along with ERISA fiduciary services as well. The website looks nice, the fees look reasonable (20 basis points), and the advisor … Continue reading →