Category Archives: Retirement Plans

There is nothing fun about getting fired by a client. It creates self doubt as to your aptitude in the services you provide and you always wonder how or why you can do things differently. When Davey Johnson was the … Continue reading →

My latest newsletter can be found here.

My latest article on JDSupra can be found here.

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a state of the art Apple IIe with a monochrome monitor. One of the first pieces of software I bought was … Continue reading →

An article of mine has been reprinted on Financial Advisor Magazine’s website here.

Last week on this blog, I talked about why it may be a good idea to use an independent ERISA attorney for plan documents instead of relying on the attorney for the third party administration firm (TPA) or whoever is … Continue reading →

I was 5 years old when Star Wars came out and little did anyone know at the time what a phenomenon would be or that it would be the 4th episode in a six film saga. George Lucas is still … Continue reading →

My latest JDSupra article can be found here.

As an ERISA attorney who drafts plan documents at a flat fee, my biggest competitors are not other ERISA attorneys, but third party administration (TPA) firms. Plan documents are just another service that TPAs can provide and they can provide … Continue reading →

In the movie Caddyshack, Ted Knight’s character Judge Elihu Smails was dumbfounded that Chevy Chase’s character; Ty Webb didn’t keep score on the golf course. Judge Smails asked Ty that if he didn’t keep score, how did he measure himself … Continue reading →