Category Archives: Retirement Plans

I got a good chuckle at the toy store a few weeks back when any paint by number pictures for sale. The toy store employee was confused as he was speaking a foreign language or asked for an Atari 2600. … Continue reading →

When Honda unveiled the 1986 line of Acura cars, it was one of the first entrances of the Japanese Auto industry into the luxury market of cars. While the cars were impressive, they were initially beset by factory defects. Eventually, … Continue reading →

My latest article concerning on predictions on the impact of retirement plan fee disclosure can be found here.

Perhaps it is as a result of the terrible economy for the last few years or perhaps more supervision by the Department of Labor, but I have seen a large uptick in owners of businesses stealing plan assets from retirement … Continue reading →

I am proud to be a presenting sponsor at the 401(k) Rekon events in King of Prussia, PA this Thursday and the one in Bridgewater, NJ on Thursday, December 2, 2010. If you are a financial advisor, I urge you … Continue reading →

An oldie, but goodie article can be found here.

Just read a press release that ING Sharebuilder’s 401(k)platform has added new comparability and age weighted profit sharing allocation capability to their 401(k) administrative services. That’s great and 1998 says hello. Of course, that has been how long I have … Continue reading →

As a kid, I loved game shows and always had a fantasy of being a game show host. I guess I have another calling in life. That being said, here is a snippet of my CE/CLE course on retirement plans, … Continue reading →

My profile on Lawline.com’s blog which explains my practice and articles can be found here.

A few years back, I was at a law firm and helped draft an amendment to a multiemployer pension plan that cost over $30,000 to the client. The amendment was to correct the pension plan by bringing the plan document … Continue reading →