Category Archives: 401(k) Plans

The snowball fect is term for a process that starts from something that is small and builds upon itself, becoming larger and also perhaps potentially dangerous or disastrous. The idea is that an avalanche can be started by a single, … Continue reading →

Many of my great friends in this industry are due to making connections through LinkedIn. The groups section have always been a great meeting place for likeminded professionals in the retirement plan industry. Those likeminded individuals such as myself were … Continue reading →

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

My latest JDSupra.com article can be found here.

Unless you have been living in a cave for the past week, the Supreme Court struck down the Defense of Marriage Act (DOMA) unconstitutional. DOMA restricted recognition and benefits for same sex marriages, which the definition of marriage having been … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

While it’s certainly made me some shekels and drachmas, I truly appreciate my readers. They put up with a lot of stories about Caddyshack, Crystal Pepsi, and my disdain for a managing attorney named Lois and her sidekick Fred. I … Continue reading →

I was traveling back home on the Long Island Railroad and noticed a law firm associate trying to remember what he did for the day, filling out his timesheet. You could see the pain on his face and how he … Continue reading →

I live in Oceanside, New York, an unincorporated village on the South Shore of Nassau County, Long Island. Hurricane Sandy pummeled Oceanside including my home. I had 5 feet of water in the house and both cars were destroyed. For … Continue reading →