Monthly Archives: July 2015

Law Firm Review

My latest newsletter can be found here.

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Stressing Value is better than Stressing Cost

Retirement plan providers need to look at their fees and determining what work they are doing for their retirement plan clients because like me, they may try to break down their plan expenses into a day rate and try to … Continue reading

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Good Bets by a 401(k) Plan Sponsor to Avoid Liability

My latest JDSupra.com article can be found here.

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The DOL and the Proposed Fiduciary Rule: A Prediction

Public comments regarding the Department of Labor’s proposed new fiduciary rule were due and the process will continue. I have said all along that the Department of Labor (DOL) will get a new fiduciary rule in place before Phyllis Borzi … Continue reading

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For 401(k) plans, the best of time is now

I always tell this story because it’s funny: I went to a Jewish day school that didn’t provide lunch, so I had to brown bag it everyday. On one day, my mother forgot to put in my can of Coca … Continue reading

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The Numbers Game of 401(k) Plan Assets

Life is a numbers game. Whether it’s business, family, or pleasure, numbers do matter. What the numbers say today, may not say tomorrow and you can often predict the future of the numbers because demographics are pointing the numbers to … Continue reading

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Plan Provider Changes Shouldn’t Be Just To Make Someone $$$$$

Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by pay is far more important than the opinion that is greased by greed. I had lunch with my local neighborhood third party … Continue reading

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How Employers Can Avoid Turning Their Retirement Plan Into An HR Disaster

My latest JDSupra.com article can be found here.

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Plan Sponsors Need Their Own All-Stars

The Major League Baseball All Star Game was something I always looked forward, especially when my Mets were doing well in the mid-1980’s.  Since 1933,it has been the Mid-Summer Classic. The starters for the All Star Game (except for the … Continue reading

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Never Use Your Payroll Provider As Your 401(k) TPA

My latest JDSupra.com article can be found here.

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