Monthly Archives: July 2017

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

For some reason, the unincorporated village I live in has its own Sanitation District where a lot of unethical things have gone on in the past where a father and son once ruled with an iron fist. One man challenged … Continue reading →

I worked 9 years as an ERISA attorney working for third party administration (TPA) firms and that was an excellent start to my career because I really learned the nuts and bolts of plan administration. There are books about ERISA … Continue reading →

One would think that the role of a retirement plan financial advisor is to pick plan investments. Most plan sponsors think that way and some financial advisors think that as well. Some financial advisors promote their brilliant picking of actively … Continue reading →

My latest newsletter for retirement plan professionals can be found here.

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

When I was at law school at American University Washington College of Law, I was the Executive Editor of The American Jurist. The Jurist was the student newsmagazine for my final year of law school. I wasn’t a particularly fond … Continue reading →

A friend of mine who is a financial advisor asked me about a third party administration (TPA) firm that is actually about a village over from where I live in Long Island. My friend has this prospect with a defined … Continue reading →

My latest newsletter can be found here.

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