Monthly Archives: December 2012

One of my favorite sayings is that “the road to hell is paved with good intentions.” To me, it means that good intentions could have some bad results. A big part of my practice has been helping advisors and brokers … Continue reading →

My latest JDSupra.com article can be found here.

When I was about 12, New York was the first state to implement a mandatory seat belt law. Original adherence to the law was negligible because getting people used to driving with a seat belt when they never did was … Continue reading →

My latest newsletter geared towards financial advisors can be found here.

My latest JDSupra.com article can be found here.

14 years in the retirement plan business and I have seen quite a bit. Two disasters that I witnessed close by involved the fall of a fiduciary and the disestablishment of a very successful third party administrator (TPA). I am … Continue reading →

With discussions and negotiations over the financial cliff, one needs to look at the possible ramifications that it will have on retirement plans. We certainly don’t know what the final outcome will be, but as retirement plan providers, we need … Continue reading →

As many of you know, I worked for a third party administration (TPA) for almost 5 years. I liked my co-workers, loved the work, but I didn’t love constantly fighting for a decent raise every December. The majority owner of … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.