Monthly Archives: December 2010

Boston ERISA Blog

Stephen Rosenberg, a top notch ERISA litigator from Boston and writer of the Boston ERISA Blog made mention of my article on The Value of A Good ERISA Attorney and I certainly appreciate the plug from such a highly regarded, fellow ERISA … Continue reading

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Why Every 401(k) Financial Advisor Should Talk About Automatic Enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Brook and a friend to this day was someone I met through these political circles and has made a name for himself … Continue reading

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

Top 10 Major Misconceptions About Retirement Plans

An article I wrote in August, that will always be relevant, the Top 10 Major Misconceptions that Plan Sponsors Have About Their Retirement Plans, can be found here.

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The Luck Of The Draw

As an ERISA attorney for 12 years, I have seen a lot of strange things that plan sponsor have done to risk the ire of the Internal Revenue Service (IRS) and the Department of Labor (DOL).  Many of these strange … Continue reading

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The Value of A Good ERISA Attorney

My latest article on JDSupra can be found here.

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Will DOL’s New Mutual Fund Fee Disclosures Mislead 401k Investors?

My comments in the FiduciaryNews.com article by Chris Carosa can be found here.

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The ERISA Rule Of “It’s OK, Everyone Does It.”

A big part of my practice is assisting financial advisors, third party administration (TPA) firms, and plan sponsors nationally with what I call an open phone policy. Financial advisors, TPAs, and plan sponsors can call me up with any questions … Continue reading

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The Shrinking 401(k) Margins

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,067 in 2010 money. Last year, I bought my latest Dell laptop computer for about $600. In 2008, I was reviewing … Continue reading

Posted in 401(k) Plans, Retirement Plans | 7 Comments

Excessive Fees Aren’t Exclusive To The TPA

When it comes to a discussion of excessive fees in the administration of retirement plans, everyone takes a look at the third party administration (TPA) firms.  TPA firms get an inordinate amount the blame because when it comes to the … Continue reading

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The Value of A Good Retirement Plan Financial Advisor

My latest article on JDSupra can be found here.

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