Monthly Archives: May 2015

Plan Sponsors Should Avoid The Dark Side of the Retirement Plan Business

Posted on May 30, 2015 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

The One Mutual Fund Family Lineup

Posted on May 26, 2015 by admin

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the retirement plan industry, we have retirement plan providers and their employees’ retirement plan. I know, I have been there. The third party … Continue reading →

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Supreme Trouble with Tibble

Posted on May 24, 2015 by admin

While the Supreme Court ruled in the monumental 401(k) case Tibble v. Edison that mostly dealt with statute of limitations issues, one could read something into it a little more. Tibble was the case where the District Court held that … Continue reading →

Posted in 401(k) Plans, Retirement Plans | Leave a comment

It Takes Only One Retirement Plan Participant To Sink An Employer

Posted on May 24, 2015 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

DOL Comment Period Extended

Posted on May 18, 2015 by admin

In an announcement that did not surprise me, The Department of Labor (DOL) has announced a brief extension of the comment period on its proposed fiduciary rule and set a date for a public hearing. The comment period for what … Continue reading →

Posted in 401(k) Plans, Retirement Plans | Leave a comment

A Plan Sponsor’s Foolproof Way To Getting In Trouble

Posted on May 17, 2015 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

My Referrals aren’t for Sale and Neither Should Yours

Posted on May 12, 2015 by admin

My word is my bond; at least I try to make it that way. My opinions on which providers are good for plan sponsors aren’t for sale and neither should yours. When I get asked for referrals, I always try … Continue reading →

Posted in 401(k) Plans | Leave a comment

Simcha Shabbat, June 13th

Posted on May 11, 2015 by admin

 Our next Simcha Shabbat will be on: Saturday, June 13, 2015 at Shabbat Services (9:00 am) in the Sanctuary At that time we will celebrate any and all Simchas for the months of June  and July.  If you forgot any Simchas from earlier in 2015, … Continue reading →

Posted in Retirement Plans | Leave a comment

Rabbi’s Discussion Group

Posted on May 11, 2015 by admin

The Rabbi’s Discussion Group and Adult Bat Mitzvah Group are cancelledthis Wednesday, May 13th and next Wednesday, May 20th. Thank you.

Posted in Retirement Plans | Leave a comment

Dealing with a probable Fiduciary rule

Posted on May 10, 2015 by admin

I recently spoke to some higher ups at a major brokerage firm concerning the proposed Department of Labor fiduciary rule. Surprisingly, we were on the same page. Most of them were in favor of some sort of fiduciary rule that … Continue reading →

Posted in Retirement Plans | Leave a comment