Monthly Archives: March 2011

My latest article on JDSupra 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 →

I always say that good third party administration (TPA) firms don’t get the respect that they deserve. The reason that they don’t get the respect that they deserve because many plan sponsors and financial advisors don’t know the value that … Continue reading →

“401(k) Plan Provisions That Are Bad Ideas”, #1 most read article on JDSupra.com for the month of February 2011. For the list, click here.

I am wedded to my wife and that’s it. I am a huge fan of Aerosmith, the New York Mets, Howard Stern, Manchester United, Seinfeld, Dallas, and Survivor. I am willing to give everything up except for Howard Stern and … Continue reading →

Will be teaching my free course on retirement plans for New York attorneys on April 6, 2011 in Melville. Sponsored by Esquire Bank and Janney Montgomery Scott. The details on when, where, and how to RSVP can be found here. Space … Continue reading →

A few years back when I joined a semi-prestigious Long Island law firm, I had this silly notion that I could develop a single employer ERISA practice. Based on my contacts and with my ability to breakdown difficult topics in … Continue reading →