Category Archives: 401(k) Plans

My latest JDSupra.com article can be found here.

My latest newsletter can be found here.

Year ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, … Continue reading →

My latest article for JDSupra.com can be found here.

I always say that when I have a good idea, it’s despite the fact that most of my other ideas suck. Having been in this business for almost 17 years and in my practice for almost five, I hear lots … Continue reading →

My latest article for JDSupra.com can be found here.

My latest newsletter geared towards retirement plan professional can be found here.

I have been to many funerals and many 401(k) enrollment meetings and I have to say that most funerals are livelier than 401(k) enrollment meetings.  It doesn’t have to be that way. When I started my own practice and wrote … Continue reading →

When I used to date in school, I would get some crazy breakup lines that I knew had nothing to do with reality. “The maybe it’s fate we won’t be together” or “you’d make a great husband” lines are something … Continue reading →

I love bagels and one of the greatest debates out there is what makes them great. People swear up and down that it’s the water from New York. They believe it so much so that there are businesses who advertise … Continue reading →