Monthly Archives: November 2010

Lawline.com Blog Feature

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

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If You Screw Up, Eat The Fee

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

Posted in 401(k) Plans, Retirement Plans | 1 Comment

Online CLE Course on Retirement Plans

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

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Retirement Plan Perspectives, November 2010 Issue

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

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Free CE/CLE Course on Retirement Plans, Garden City, NY November 19, 2010

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

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When it comes to retirement plan administration, less is more

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

Posted in 401(k) Plans, Retirement Plans | 3 Comments

Advisors Advantage November 2010

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

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In Defense of Good TPAs

While my career was shaped by working at a third party administration (TPA) firm that was less reputable when it came to actual plan administration and fee disclosure, I have been fortunate enough to work with several TPA firms since. … Continue reading

Posted in 401(k) Plans, Retirement Plans | 1 Comment

A TPA Like No Other

As any of you are aware, the bulk of my career was spent working as an ERISA attorney for a couple of third party administration (TPA) firms including one that has truly inspired my work since I left the TPA … Continue reading

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The Double Edged Sword of 401(k) Revenue Sharing Fees

Payola, is the illegal practice of payment by record companies for the broadcast of recordings on music radio, in which the song is presented as being part of the normal day’s broadcast. A kickback is a return of a part … Continue reading

Posted in 401(k) Plans, Retirement Plans | 6 Comments