Category Archives: Retirement Plans

These days, all I hear is multiple employer plans (MEPs) all the time. Whether it’s the third party administrator (TPA) who wants to offer it or the financial advisors who want to offer it, I usually average one MEP question … Continue reading →

I’ll say it a million times and I will say it again: there is something to be said about finding a  good third party administrator (TPA) to handle your plan. I came across a 401(k) plan recently where there was … Continue reading →

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To be or not to be, that is the question. To delay or not to delay, I don’t know what the answer is. With April 1 rolling around and no final rules concerning their implementation, many folks (namely retirement plan … Continue reading →

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When I first started as an ERISA attorney in 1998, I was told that all retirement plans had to be restated by December 31, 1999. The Internal Revenue Service then kept on delaying the restatement process until 2003, almost 4 … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

My experience at law school could probably be summed up by one event. For first year law students, there is an event that everyone participates in and it’s called Moot Court where students argue a fictional appellate case in front … Continue reading →