Category Archives: Retirement Plans

We all remember the story of the California Gold Rush when gold was discovered in Sutter’s Mill in 1848. This discovery spurred the Forty Niners (not the Joe Montana-Roger Craig (special thanks to Lawrence Taylor for stripping the ball Craig … Continue reading →

My latest JDsupra.com article can be found here.

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that reviews the documentation, administration, costs, and the fiduciary process of a retirement plan. Regardless of whether you would use my review or hire … Continue reading →

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial advisors, accountants, TPAs, and other attorneys from around the country on questions they may have about their plan or a client’s retirement plan. I never … Continue reading →

Ariel Sharon was one the most polarizing and most loved political and military figures in Israeli history. One of his confidantes, the Israeli journalist Uri Dan summed it up best. Dan said that the Israelis that did not want Sharon … Continue reading →

My latest JDSupra.com article can be found here.

When I write about the needs for plan sponsors to understand their responsibilities as plan fiduciaries and their potential liability if they ignore their duties, I hear the same complaints about my ideas. The complaint which was even leveled by … Continue reading →

An article I wrote for Employee Benefit Adviser last month can be found here.

When I was at law school, I was the Editor in Chief of the law school’s newsmagazine. My rise to the top probably had a lot to with the free time I had by not making law review or any … Continue reading →

My latest JDSupra.com article can be found here.