Category Archives: 401(k) Plans

I joked in many of my writings and I believe in my new book, available on Kindle (cheap plug here), was that when my Managing Attorney at that semi prestigious law firm (sorry, Lois) wanted to quell a topic, she’d … Continue reading →

My latest JDSupra.com article can be found here.

Thanks to my friends at 401khelpcenter.com for covering my e-book’s launch.

I’ve been a very lucky person. Despite some hardships, whether it was high school or that certain law firm on Long Island, I’m very lucky to be able to achieve what I achieved in my own practice and this retirement … Continue reading →

The road to hell is paved with good intentions, so the person who does a good deed could end up getting punished. Most financial advisors on a 401(k) plan do many things beyond the scope of what they were hired … Continue reading →

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

My latest JDSupra.com article can be found here.

The fixation and discussion about plan expenses usually flares up when the stock market isn’t doing well. Two major corrections within a 10-year period (2000-2010) made fee disclosure regulations inevitable.  With the way the market is going in 2014, we … Continue reading →

My latest newsletter for plan sponsors and plan providers can be found here.

My latest JDSupra.com article can be found here.