Monthly Archives: March 2017

There will be a morning after

I was pleased to attend the NAPA 401(k) Summit helping my friends at Alliance Benefits Group at their booth. One vibe that I got from the event was a common one. The fear of the fiduciary rule and the fear … Continue reading

Posted in Retirement Plans | Leave a comment

If you cook the food, you should have a say in how the groceries are picked

If there is one famous quote that’s landed me in trouble, it’s one from my favorite football coach Bill Parcells. Parcells was coaching the New England Patriots and he wasn’t getting along with the new owner Robert Kraft because Parcells … Continue reading

Posted in Retirement Plans | Leave a comment

Be accountable to your clients

People don’t like to be accountable for the most part. It’s just human nature to blame someone else. Heck, I used to do it at work and I still do it at home. When I was working at that law … Continue reading

Posted in Retirement Plans | Leave a comment

The Small Stuff That Plan Sponsors Should Sweat Out

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

Posted in Retirement Plans | Leave a comment

The RFP Process has to be real

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, … Continue reading

Posted in Retirement Plans | Leave a comment

Warning Signs that Your Retirement Plan Might Be In Trouble

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

Posted in Retirement Plans | Leave a comment

The thing about that Oakley thing

I’m an LA Clippers fan from Brooklyn and my wife was kind enough to score me some great seats for their game a few weeks back at Madison Square Garden through her employer. The seats were fifth row behind the … Continue reading

Posted in Retirement Plans | Leave a comment

If you’re a jerk to employees, they’ll remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, when someone stabs me in the back, all bets are off. So anyone who maybe had a problem with me … Continue reading

Posted in Retirement Plans | Leave a comment

The Radio Shack lesson for plan providers

Radio Shack filed for bankruptcy again and is closing another 187 stores. I know the jokes and how people are puzzled that they’re still in business. However, there is a lesson here for plan providers. When I was a kid, … Continue reading

Posted in Retirement Plans | Leave a comment

401(k) Plan Sponsors: Don’t Make These Mistakes

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

Posted in Retirement Plans | Leave a comment