Monthly Archives: May 2013

Inaugural Berla Scholarship Awarded

I am pleased and honored to announce that Rebekkah Karp, Stony Brook Class of 2016 is the winner of the inaugural Rozalia and Emil Berla Scholarship Fund. As stated before, I started The Rozalia and Emil Berla Memorial Scholarship Fund … Continue reading

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Two radical proposals to shape up 401(k) Plans

When it comes to improving the 401(k) plan, you hear a laundry list of complaints as to why 401(k) plans suck. Yet the laundry lists never come up with any suggestions on how to improve them. So I offer two … Continue reading

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3(16) Plan Administration: The Next Big Thing?

What is often heralded as the next big thing often turns out to be a dud. I’m still waiting for Tim Leary to be the next Tom Seaver for my New York Mets. Well for many in the retirement plan … Continue reading

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“Stuff” Every 401(k) Plan Sponsor Must Keep

My latest JDSupra.com article can be found here.

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Advisors Advantage

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

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How 401(k) Plan Sponsors Can Improve Their Odds In “The Retirement Gamble”

My latest JDSupra.com article can be found here.

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A 401(k) plan isn’t evil, it’s just a tool

Before I had kids, I played golf. I took weekly golf lessons from a guy named Kenny. When it came to golf clubs, Kenny said that gold clubs were merely tools. It all depended on how you used them. My … Continue reading

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Frontline and center: what they missed the boat on 401(k)

While the Frontline’s recently program on 401(k) plans was very sobering, a lot of people missed the point of it and I also think that the folks who produced the program did as well. While many in the 401(k) industry … Continue reading

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“Rookie” Mistakes Every Retirement Plan Provider Should Avoid

My latest JDSupra.com article can be found here.

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