Category Archives: 401(k) Plans

Beer Distribution and the Bundled Provider TPA

Posted on July 14, 2014 by admin

In England, many of the top pubs are owned by British breweries because watering holes are an effective means of beer distribution. If a business can control the method of distribution of their own products, they can expand the distribution … Continue reading →

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Plan Sponsors Should Avoid Using Their Payroll Provider as Their 401(k) TPA

Posted on July 13, 2014 by admin

My latest article for JDSupra can be found here.

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Yeah, I know, Everyone does it

Posted on July 7, 2014 by admin

I was never part of the in crowd. Look at my picture, could I ever be in the “in crowd”? I’m always the odd one out, that’s why I dressed up as the Rodney Dangerfield character, Al Czervik from Caddyshack … Continue reading →

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Advisors Advantage

Posted on July 7, 2014 by admin

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

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A 401(k) Financial Advisor Shouldn’t Refer a TPA Just Because They’re Cheap

Posted on July 2, 2014 by admin

My latest JDSupra.com article can be found here.

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Some Plan Sponsors will cut their nose to spite their face

Posted on July 1, 2014 by admin

I used to spend much time trying to explain irrational behavior through rational thought and it’s really impossible. If you’re a plan provider, don’t waste your time doing that. There are some plan sponsors out there that would rather cut … Continue reading →

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The Rosenbaum Law Firm Review

Posted on June 30, 2014 by admin

My latest newsletter can be found here.

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Bottom Line: This is what Retirement Plan Sponsors Need To Do

Posted on June 28, 2014 by admin

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

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Be Wary of Plan Providers with Gray Hats

Posted on June 23, 2014 by admin

One of my favorite genres is the Western.  While I prefer the works of Sergio Leone and Clint Eastwood to those of John Ford and John Wayne, I have always been a big fan of these films. I always like … Continue reading →

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ERISA Fiduciaries: Making Sense of All The Numbers

Posted on June 21, 2014 by admin

My latest JDSupra.com article can be found here.

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