Monthly Archives: January 2012

The DOL should get off the Fee Disclosure Pot

To be or not to be, that is the question. To delay or not to delay, I don’t know what the answer is. With April 1 rolling around and no final rules concerning their implementation, many folks (namely retirement plan … Continue reading

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Advisors Advantage

My latest newsletter can be found here.

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How Financial Advisors Can Use the 2012 Changes in the Retirement Plan Industry to their Advantage

My latest article on JDSupra.com can be found here.

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Delaying the Inevitable

When I first started as an ERISA attorney in 1998, I was told that all retirement plans had to be restated by December 31, 1999. The Internal Revenue Service then kept on delaying the restatement process until 2003, almost 4 … Continue reading

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Law Firm Review

My latest newsletter can be found here.

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Why Retirement Plan Sponsors are Always on the Hook for Liability

My latest JDSupra.com article can be found here.

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