Monthly Archives: April 2011

Why Retirement Plan Sponsors Can’t Afford To Overpay For Plan Services

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a state of the art Apple IIe with a monochrome monitor. One of the first pieces of software I bought was … Continue reading

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Nine Steps for Developing 401(k) Business

An article of mine has been reprinted on Financial Advisor Magazine’s website here.

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The Need For Value From ERISA Attorneys

Last week on this blog, I talked about why it may be a good idea to use an independent ERISA attorney for plan documents instead of relying on the attorney for the third party administration firm (TPA) or whoever is … Continue reading

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Why Retirement Plan Fee Disclosure Is Part of A Bigger Picture

I was 5 years old when Star Wars came out and little did anyone know at the time what a phenomenon would be or that it would be the 4th episode in a six film saga. George Lucas is still … Continue reading

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Top 10 Hidden Liability Pitfalls That Retirement Plan Fiduciaries Should Avoid

My latest JDSupra article can be found here.

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The Problem With Free Or Low Cost Plan Documents

As an ERISA attorney who drafts plan documents at a flat fee, my biggest competitors are not other ERISA attorneys, but third party administration (TPA) firms. Plan documents are just another service that TPAs can provide and they can provide … Continue reading

Posted in 401(k) Plans, Retirement Plans | 4 Comments

Form 5500: Retirement Plan C.S.I.

In the movie Caddyshack, Ted Knight’s character Judge Elihu Smails was dumbfounded that Chevy Chase’s character; Ty Webb didn’t keep score on the golf course. Judge Smails asked Ty that if he didn’t keep score, how did he measure himself … Continue reading

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No Mistakes In Your 401(k) Plan? Not So Fast…

My interview with BLR.com can be found here.

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Retirement Plan Regulation and Airline Deregulation

With changes in fee disclosure and the change in the definition of fiduciary, many advisors have been asking me for my opinion on what effect these changes will have. While I don’t have a crystal ball, I can certainly answer … Continue reading

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

Why Accountants Should Care About Their Clients’ Retirement Plans

My latest article on JDSupra can be found here.

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