Monthly Archives: June 2013

While it’s certainly made me some shekels and drachmas, I truly appreciate my readers. They put up with a lot of stories about Caddyshack, Crystal Pepsi, and my disdain for a managing attorney named Lois and her sidekick Fred. I … Continue reading →

I was traveling back home on the Long Island Railroad and noticed a law firm associate trying to remember what he did for the day, filling out his timesheet. You could see the pain on his face and how he … Continue reading →

I live in Oceanside, New York, an unincorporated village on the South Shore of Nassau County, Long Island. Hurricane Sandy pummeled Oceanside including my home. I had 5 feet of water in the house and both cars were destroyed. For … Continue reading →

As you may be aware, I helped start a separate ERISA §3(16) fiduciary service and the reason I did was because I thought there was a need for a 3(16) administration service that was not connected to any third party … Continue reading →

My latest JDSupra.com article can be found here.

Human resources directors and plan sponsors need to know the dangers with setting up a retirement plan and how with some effort, avoid turning their retirement plan into a human resources director. A good chunk of my practice is helping … Continue reading →

I talk about my 2 year sentence at a semi-prestigious law firm (sorry, Lois) more than I should, but I do because it was probably the most frustrating experience in my life and I went to law school and passed … Continue reading →

I had the pleasure of offering some comments to my friends at FiduciaryNews.com about one of my favorite subjects, participant directed brokerage accounts in 401(k) plans. Choice can be a good thing with a 401(k) Plan, but too many choices … Continue reading →

My latest JDSupra.com article can be found here.

So much of any industry is dedicated to marketing, because marketing can help a company sell a product or service just based on how it’s marketed. Whoever sold the pet rock is still probably laughing all the way to the … Continue reading →