Category Archives: 401(k) Plans

My latest JDSupra.com article can be found here.

I referred work to an accountant I knew for a retirement plan audit. He did a terrible job and there are issues regarding his registration to do the work. Making a lousy referral is even worse than doing poor work … Continue reading →

One of the most annoying phrases out there is: “if it ain’t broken, don’t fix it”. I have disliked it for more than 20 years after seeing a student government political candidates use it back at Stony Brook. Through out … Continue reading →

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

When you get pulled over by the police while driving, the best way to handle is to be pleasant and not be argumentative. You listen to the officer as to why he pulled over. Being belligerent and non-cooperative will only … Continue reading →

My newsletter geared towards financial advisors can be found here.

My latest JDSupra.com article can be found here.

Yes, it’s that time of the year again where December 31st is around the corner for tax-deductible contributions for 2013. The two greatest people I ever knew were my maternal grandparents, Emil and Rozalia Berla. They both survived the Holocaust, … Continue reading →

I have been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo and actually attended my first game where the G-Men beat the Packers. It reminded me of a client my third … Continue reading →

I get along with people for the most part because I make the effort. It’s also a lot  easier to function in the retirement plan business when you have more friends than enemies. Unfortunately, there has been a number of … Continue reading →