Monthly Archives: October 2015

The Small Stuff Creates The Biggest Liability Pitfalls For 401(k) Plan Sponsors

Posted on October 9, 2015 by admin

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

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They only steal from the Plan when no one is looking

Posted on October 7, 2015 by admin

I don’t know what’s going on in the south shore of Long Island over the past few years and it wasn’t just Hurricane Sandy. A few years back, the treasurer of my local school’s PTA stole more than $5,700 for … Continue reading →

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No fear of a class action lawsuit doesn’t mean there shouldn’t be fear

Posted on October 6, 2015 by admin

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. That may be true, but a class action lawsuit isn’t the only thing to fear. Most plans aren’t big enough … Continue reading →

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Advisors Advantage

Posted on October 5, 2015 by admin

My latest newsletter can be found here.

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How To Operate A Retirement Plan Provider Practice on a Shoe String

Posted on October 2, 2015 by admin

My latest JDSupra.com article can be found here.

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Being a Leader is more than just the title

Posted on October 1, 2015 by admin

I think there are two types of leaders: those who lead and those who are enamored with being a leader. When you’re a leader and if you have people following you, you have the responsibility to lead. Being a leader … Continue reading →

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