Category Archives: Retirement Plans

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

I had a contractor work on my house for a couple of projects. Frank installed a new front door, installed a garage, re-did the sheet rocking of a few rooms, and installed a new kitchen. We thought he was dependable … Continue reading →

While some may claim that fee disclosure that will come for retirement plan sponsors on April 1, 2012 from Section 408(b)(2) regulations will be a breath of fresh air for the retirement plan industry, the cynics in me will say … Continue reading →

My latest newsletter can be found here.

My latest article on JDSupra.com can be found here.

All plan providers are hurrying to meet the April 1 deadline of providing fee disclosures to plan sponsors (cheap plug, I am still available to draft client service agreements to comply with 408(b)(2) for $1,000). The deadline doesn’t look like … Continue reading →

I had an interesting discussion with a financial advisor who was inquiring about in-service distributions, when a participant can withdraw their retirement savings while still working for the employer. The financial advisor wanted a provision where a participant could move … Continue reading →

The folks at rj20.com and I are doing a webinar on thew Department of Labor investment advice regulations for plan participants on Monday, February 6, 2012 at 2 PM EST. If you are a financial advisor, you may learn a … Continue reading →

My newest JDSupra.com article can be found here.