Monthly Archives: February 2013

Check those plan provider credentials

Whenever I hear about someone getting caught with lying about their resume or credentials, I am always astounded. I don’t know why people lie about college degrees they didn’t receive or credentials they didn’t achieve, but I guess the fact … Continue reading

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401(k) Plan Provisions That Are Bad Ideas

My latest JDSupra.com article can be found here.

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Video Taping, Financial Advisors, and the need for Expertise

I am a child of the 1980’s and I had my Bar Mitzvah in 1985. When it came time to planning the event, we did what post families did in those days and were going to hire a videographer. The … Continue reading

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The main reason why bad funds stay in a 401(k)

Recently, researchers from the business schools at the University of Indiana and the University of Texas at Austin recently looked at some data to try to figure out why many poor 401(k) investment choices linger on fund lineups. The researchers … Continue reading

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401(k) Plan Provisions That Are Good Ideas

My latest JDSupra.com article can be found here.

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The Sum of Small Plan Sponsor Fears

As an ERISA attorney, I hear it all the time. Whether it’s from plan sponsors, their non-ERISA attorneys, or even from some other ERISA attorneys, is that the fear of any trouble with a breach of fiduciary responsibility is completely … Continue reading

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How 401(k) Plan Sponsors Can Encourage Their Employees to Defer $$$$$

My least JDSupra.com article can be found here.

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The IBM Matching Change

Much has been written about IBM’s decision to make their matching contribution annually rather than throughout the year.  While people point this out as some seismic change, this is hardly the same as converting a defined benefit to a cash … Continue reading

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Advisors Advantage

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

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Life and Opportunities for Retirement Plan Providers after Fee Disclosure

My latest JDSupra.com article can be found here.

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