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JDSupra
Categories
Monthly Archives: October 2011
Plan provisions that every 401(k) plan should have
I probably have drafted and amended thousand of plan over the years and every plan has its own little quirks. When it comes to plan design, I have always believed that some of the bundled providers have it wrong. There … Continue reading
Posted in 401(k) Plans, Retirement Plans
4 Comments
Why Retirement Plan Sponsors Should Be Careful About Buying “Fiduciary Services”
My latest article on JDSupra.com can be found here.
Posted in 401(k) Plans, Retirement Plans
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The Rules and Common Sense Rules on Retirement Plans
One of the most unfortunate working relationships I had was when working for a client who had another ERISA attorney on retainer. This ERISA attorney was conducting a review of the plan including its administrative procedure. My Retirement Plan Tune-Up … Continue reading
Posted in 401(k) Plans, Retirement Plans
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The Open MEP Urban Legend and Weapons of Mass Distraction
This reminds me of the line Ronald Reagen used in the 1980 Presidential debates in response to what he thought was Jimmy Carter misinterpreting one his positions. Reagen said : “there he goes again.” One of the most unfortunate developments … Continue reading
Posted in 401(k) Plans, Retirement Plans
5 Comments
Advisors Advantage for October 2011
My latest newsletter, geared towards financial advisors can be found here.
Posted in 401(k) Plans, Retirement Plans
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Why Financial Advisors Should Offer Investment Education to 401(k) Plan Participants
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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In the Retirement Plan business, your reputation is everything
I have been practicing in the employee benefits world for 13 years and the beauty of it is that you learn something new every day. The laws and regulations change, attitudes change, and the business is constantly in a state … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Even 401(k) “experts” neglect their plans
Some employees at Ameriprise, one of the larger financial planning firms is being sued for offering their own proprietary funds within their 401(k) plan. While the case is a class action lawsuit and the employees are being represented by a … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Beware of the limitation of Fiduciary Services and Warranties
You know something has really caught on publicly when a large company adopts it or starts offering it. Greek style yogurt has been growing in sales for the past couple of years with Chobani and several other Greek yogurt labels … Continue reading
Posted in 401(k) Plans, Retirement Plans
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#1 Article on JD Supra, 4 months running
JD Supra announced their most read articles for September 2011. For the fourth month in a row, I had the most read article. Thanks to all my readers.
Posted in 401(k) Plans, Retirement Plans
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