Monthly Archives: June 2014

New Fiduciary Rule Delayed

Posted on June 9, 2014 by admin

When I was a freshman at Stony Brook, there was a shooting on campus as a rap concert when this rapper Special Ed didn’t want to perform after arriving at 2 am for a show that was supposed to start … Continue reading →

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Advisors Advantage

Posted on June 9, 2014 by admin

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

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The Good Fundamentals of Being a Retirement Plan Financial Advisor

Posted on June 7, 2014 by admin

My latest article for JDSupra.com can be found here.

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2014 Berla Scholarship Awarded

Posted on June 4, 2014 by admin

I am pleased and honored to announce that Diane DeSimone, Stony Brook Class of 2015 is the winner of the 2014 Rozalia and Emil Berla Scholarship Fund. I started The Rozalia and Emil Berla Memorial Scholarship Fund at my alma … Continue reading →

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Plan sponsors need to learn the art of delegation

Posted on June 3, 2014 by admin

I prepare my own income taxes because my tax LLM degree and years working on ProSeries gave me the experience to effectively do that. When it comes to treating my allergies, I delegate that role to the person with the … Continue reading →

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The Rosenbaum Law Firm Review

Posted on June 2, 2014 by admin

My latest newsletter can be found here.

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Why an Employer Should Visit a Retirement Plan Dentist to avoid a Plan Root Canal

Posted on June 1, 2014 by admin

My latest JDSupra.com article can be found here.

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