Monthly Archives: May 2012

My latest newsletter can be found here.

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 →

My latest JDSupra.com article can be found here.

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 →

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 →

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

My latest JDSupra article can be found here.

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 →

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 →

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