Category Archives: Retirement Plans

I am not much of a gambler, but I used to watch poker on TV during its recent boom. Only then, did I understand that a straight couldn’t beat a flush or a full house. When it comes to retirement … Continue reading →

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The old joke is that they once found a cure for apathy, except no one has shown the slightest interest in it. When it comes to the retirement plan industry, apathy comes on many different levels: the plan sponsor level … Continue reading →

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When it comes to the administration of retirement plans, there are so many legal requirements to meet that errors do happen. There are small errors and large errors. Errors that can be self corrected and errors that need the approval … Continue reading →

My latest JDSupra.com article can be found here.

Advertising is a great medium and it’s a medium that could often be confusing to the consumer. So when it comes to the retirement plan business, you have providers providing fiduciary services whether that’s 3(16), 3(21), 3(38), co-fiduciary, or the … Continue reading →

You always see the scene in the movies, people who are broke currying for cash and trying to hock everything they can to the pawnbroker.  Remember Dan Ackroyd as Louis Winthorpe III with the legendary Bo Diddley as the pawnbroker … Continue reading →