Monthly Archives: May 2015

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

My latest JDSupra.com article can be found here.

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The One Mutual Fund Family Lineup

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

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Supreme Trouble with Tibble

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

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It Takes Only One Retirement Plan Participant To Sink An Employer

My latest JDSupra.com article can be found here.

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DOL Comment Period Extended

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

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A Plan Sponsor’s Foolproof Way To Getting In Trouble

My latest JDSupra.com article can be found here.

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My Referrals aren’t for Sale and Neither Should Yours

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

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Simcha Shabbat, June 13th

 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

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Rabbi’s Discussion Group

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

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Dealing with a probable Fiduciary rule

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

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