Category Archives: 401(k) Plans

Ever since I graduated school, I have gone to the same car mechanic for the past 16 years. Maybe Ralph is a couple of dollars more than someone else, but he’s always honest. He’s the type of businessman who shows … Continue reading →

My latest newsletter geared towards financial advisors can be found here.

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

Based on my articles regarding payroll provider third party administrators, I was quoted in this great PlanSponsor.com article.

I’m a huge Aerosmith fan since high school and it’s because the music resonates with me because it reminds me of the experiences that I have gone through life, which had some adversity and accomplishment. The lyrics from Dream On … Continue reading →

I grew up in the 1970’s and 1980’s, so many of the toys I had are a little quaint when you see the toys of today. I had Star Wars figures, but outside of Luke, Leia, Chewbacca, and C3P0, I … Continue reading →

When I was a child, I remember bringing the soundtrack to Saturday Night Fever for my first grade class’ Chanukah party (I went to a Jewish day school). To this day, I still don’t how to operate a record player. … Continue reading →

My latest JDSupra.com article can be found here.

Seven years ago, I was asked to look at a $25 million 401(k) plan that was in complete disarray and I was flabbergasted because it belonged to a law firm that claimed to have an ERISA practice. There was no … Continue reading →