Monthly Archives: July 2016

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

I always say that I come up with many ideas, but most of them are bad. Seriously, there are so many bad ideas out there in the 401(k) space and one of the really bad ideas out there are bundled … Continue reading →

Information on another venture I’m working on can be found here.

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

The landscape for the retirement plan business has radically changed since when I first started in 1998. Normal courses of business such as revenue sharing and non-transparency of fees were the order of the day. No one cared when the … Continue reading →

Like George Costanza who always tried to leave on  a high note in an episode of  Seinfeld, I always try to leave at the right time. Most of the time, it’s the right time. Sometimes it’s like the last episode … Continue reading →

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

It seems like every week, there is another major lawsuit against a plan sponsor and one of their service providers. Allegations of impropriety are just allegations until decided by a trier of fact of whether they are substantiated or not.  … Continue reading →

When I was a kid in the 1970’s, disco was the biggest thing. By 1980, disco was dead thanks to a backlash. People didn’t know it at the time, but disco died the night of July 12, 1979, thanks to … Continue reading →

Maybe I’m like Larry David, but I have a lot of pet peeves. I hate when people whistle or sing in public. I hate when people talk on the phone in line. I also don’t deal well with working with, … Continue reading →