Monthly Archives: April 2018

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

When I worked at that law firm, I always felt I was Al Czervik, the Rodney Dangerfield character from Caddyshack while the Managing Attorney was like Judge Elihu Smails or maybe Smails’ wife since the Managing Attorney was female. Regardless, … Continue reading →

Thanks to the immediate outpouring of support from plan provider sponsors for the inaugural That 401(k) Conference, I am proud to announce that the next one will emanate from the friendly confines of Wrigley Field this September. We have already … Continue reading →

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

I always say that as bad as 401(k) plans may be, 403(b) plans are in much worse shape. It didn’t help that the Internal Revenue Service only issued regulations that governed them only 30 years too late, back in 2008. … Continue reading →

I always believe that the retirement plan business is a relationship-driven business. It’s also a small world of industry where providers know providers nationwide. This belief has certainly helped my law firm practice grow as I’ve always had an open … Continue reading →

My latest newsletter geared towards plan providers can be found here.

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