Monthly Archives: May 2012

Law Firm Review

My latest newsletter can be found here.

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The Many “Deaths” of Open MEPs

Khan: Kirk? You’re still alive, my old friend? Kirk: Still, “old friend!” You’ve managed to kill everyone else, but like a poor marksman, you keep missing the target! Like Khan Noonien Singh’s faulty aim, the Department of Labor (DOL) seems … Continue reading

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How Retirement Plan Sponsors Can Avoid Turning 2012 into Their Apocalypse

My latest JDSupra.com article can be found here.

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MEPs and MEP (Multiple Employer Propoganda)

I believe in the idea of open multiple employer plans (MEPs) because when done correctly, it can serve as a cost effective solution for many (not all) smaller plans that might have been forced to pay higher fees if they … Continue reading

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Some plan sponsors will only “get it” when it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure on the horizon, it is still difficult to … Continue reading

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Benefitspro Article appearence

I was featured in a recent Benefitspro.com article, please click here.

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Breaking the Code of ERISA Fiduciaries: A Plan Sponsor’s Guide

My latest JDSupra article can be found here.

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It’s the little things that are important as Plan fiduciaires

I was at the enrollment meeting on Tuesday morning for the very first participating employer for my multiple employer plan (MEP) (yes, cheap plug here). The enrollment meeting was a little refreshing because it was an employer where the human … Continue reading

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A straight, a flush, and the ERISA 3(38) fiduciary

I am not much of a gambler, but I used to watch poker on TV during its recent boom. Only then, did I understand that a straight couldn’t beat a flush or a full house. When it comes to retirement … Continue reading

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Solving the Mystery of What a TPA does

For my latest JDSupra.com article, please click here.

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