Category Archives: 401(k) Plans

An oldie, but goodie article can be found here.

Just read a press release that ING Sharebuilder’s 401(k)platform has added new comparability and age weighted profit sharing allocation capability to their 401(k) administrative services. That’s great and 1998 says hello. Of course, that has been how long I have … Continue reading →

As a kid, I loved game shows and always had a fantasy of being a game show host. I guess I have another calling in life. That being said, here is a snippet of my CE/CLE course on retirement plans, … Continue reading →

My profile on Lawline.com’s blog which explains my practice and articles can be found here.

A few years back, I was at a law firm and helped draft an amendment to a multiemployer pension plan that cost over $30,000 to the client. The amendment was to correct the pension plan by bringing the plan document … Continue reading →

My continuing legal education course on 401(k) and other retirement plans is available for sale on Lawline.com here.

The latest issue of Retirement Plan Perspectives, can be found here.

Please join me for a free 1 credit course “Introduction to Retirement Plans and Hidden Liabilities for Plan Sponsors” that will be hosted by Chernoff Diamond at their Garden City offices on Friday, November 19, 2010 at 8 am at 990 … Continue reading →

When I was working for that third party administration firm (TPA) that I always mention, I remember being asked by our conversion specialist to review a plan amendment being drafted by an outside ERISA attorney. It took quite a bit … Continue reading →

The latest issue of my newsletter, Retirement Plan Advisors Advantage can be found here.