Category Archives: Retirement Plans

I was speaking to a financial advisor friend of mine and we discussed some of the tricks and sleight of hand performed by old third party administration (TPA) firm in its capacity as both TPA and RIA on plans, Apparently, … Continue reading →

My latest article on JDSupra.com on my time as an associate attorney stifled in enteprise by my old law firm can be found here.

Enclosed is a list of the most read article on JDSupra.com. Two articles of mine are listed at #7 and #10. The list can be found here.

In 12 years as an ERISA attorney, I have probably worked on a couple of thousand of retirement plans and if you ask me what the worst plan I ever worked on, it’s pretty clear. I was perusing Brightscope.com and … Continue reading →

My latest article on JDSupra can be found here.

My latest newsletter can be found here.

Stephen Rosenberg, a top notch ERISA litigator from Boston and writer of the Boston ERISA Blog made mention of my article on The Value of A Good ERISA Attorney and I certainly appreciate the plug from such a highly regarded, fellow ERISA … Continue reading →

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Brook and a friend to this day was someone I met through these political circles and has made a name for himself … Continue reading →

An article I wrote in August, that will always be relevant, the Top 10 Major Misconceptions that Plan Sponsors Have About Their Retirement Plans, can be found here.

As an ERISA attorney for 12 years, I have seen a lot of strange things that plan sponsor have done to risk the ire of the Internal Revenue Service (IRS) and the Department of Labor (DOL).  Many of these strange … Continue reading →