Monthly Archives: September 2011

Tales from a former TPA Attorney

An article I wrote for Employee Benefit Adviser last month can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

I Love Good TPAs, Don’t Tread on Me

When I was at law school, I was the Editor in Chief of the law school’s newsmagazine. My rise to the top probably had a lot to with the free time I had by not making law review or any … Continue reading

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

Debunking the Myth of Free 401(k) Administration

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

…And another thing on 401(k) Revenue Sharing

I am a big fan of the free flow and exchange of ideas. My post on the cost of revenue sharing that I also featured in one my newsletters has spurred some really interesting debates and I just want to … Continue reading

Posted in 401(k) Plans, Retirement Plans | 2 Comments

Advisors Advantage Newsletter

The latest edition of my newsletter geared towards financial advisors can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

12 Basic Retirement Plan Concepts That Every Financial Advisor Should Understand

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment