Monthly Archives: April 2014

The needs of the Plan outweigh the needs of the Plan Provider

Posted on April 8, 2014 by admin

A family member once said: “there are a lot of yous (sic) and only one me.” That may not be the nicest and most selfless thing to say, but that’s something retirement plan sponsors should think when it comes to … Continue reading →

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Advisors Advantage

Posted on April 8, 2014 by admin

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

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How a 401(k) Financial Advisor Can Limit Their Liability

Posted on April 5, 2014 by admin

My latest JDSupra.com article can be found here.

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Defined Benefits Plans are to save $$$, not to make insurance salesman crazy $$$$

Posted on April 3, 2014 by admin

While the talk about retirement plans is usually centered on 401(k) plans, the value of a defined benefit plan for those companies that could afford it should not be discounted. Thanks to the generous deductible contribution of the requirements of … Continue reading →

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ERISA 3(38) Fiduciaries, Big Tuna, and Buying Groceries

Posted on April 1, 2014 by admin

When the great Bill Parcells (go Big  Blue!) was the head coach of the New England Patriots, he got into a tiff with owner Robert Kraft because Parcells wanted more of a say in the personnel decision-making process. Parcells famously … Continue reading →

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