Monthly Archives: June 2017

Ascensus is becoming a big time player

The first job I had was working as an ERISA attorney for a small law firm that was affiliated with a third party administrator (TPA) called CBIZ Retirement Services, Inc. Let’s just say that CBIZ wasn’t much of a moneymaker, … Continue reading

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Just tell them straight

One of the big parts of my practice is assisting third party administrators (TPAs) who cant or don’t want t afford an ERISA attorney on staff. I recently had to answer correspondence regarding the payout of a participant who was … Continue reading

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Pitfalls a 401(k) Sponsor Can Avoid With Plan Providers

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

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Be Careful Who You Attack On The Way Up

I worked at a number of places in the 11 years before I started my own law firm practice and I will vouch that I didn’t try to hurt or attack any of my co-workers. People maybe upset with some … Continue reading

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Good Bets By A 401(k) Plan Sponsor That Will Limit Their Liability

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

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Don’t gyp employees on retirement plans

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty much means that I never met an employee whoever thought they were overpaid. For that matter, I never met an employer who thought … Continue reading

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Welcoming the New Client

As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and the thing I’ve noticed is the usual coldness I’d get when joining. Aside from the last synagogue I joined last year (hopefully, the … Continue reading

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How Plan Sponsors Can Avoid Cutting Their Nose To Spite Their Face

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

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Communication is key when dealing with your client

I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there. Probably … Continue reading

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The Thing about Payroll Provider TPAs

Last week, I published on JDSupra.com my annual article regarding payroll provider third party administration (TPAs) firms and my recommendation that using them is a bad mistake. The article gets a lot of raves from other TPAs and the financial … Continue reading

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