Monthly Archives: March 2013

When it comes to building a retirement plan practice, networking is an important component. Whether you are a financial advisor or a third party administrator or an auditor, placing an advertisement in the local newspaper or the yellow pages (if … Continue reading →

My latest JDSupra.com article can be found here.

My latest JDSupra.com article can be found here.

The MTV reality series The Real World ends their opening intro by stating the show tries “to find out what happens… when people stop being polite… and start getting real.” As an ERISA attorney working with retirement plan clients I … Continue reading →

While the folks in Cyprus can lose up to 10% of their bank account balance to help a European of their island nation, many point out that this may happen to us with our 401(k) and IRA accounts. We are … Continue reading →

My latest JDSupra.com article can be found here.

Forbes had a nice blog post on how 401(k) plan fee disclosures are misunderstood.  According to a survey they cited, 22% of all plan participants still think that they pay nothing for the administration of their plan. That’s actually an … Continue reading →

My latest newsletter geared towards retirement plan providers can be found here.

My latest JDSupra.com article can be found here.

When it comes to defined contribution plans such as 401(k) plans, an employer’s deductions for their contribution to their plan is limited to 25% of the participant’s compensation. Internal Revenue Code Section 404(a)(3)(A)(i) limits employer tax deductions for profit sharing … Continue reading →