Monthly Archives: April 2018

A Plan Sponsor Needs To Avoid Being The Patsy

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

Posted in Retirement Plans | Leave a comment

A Little Humor May Help

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

Posted in Retirement Plans | Leave a comment

That 401(k) Conference to hit Chicago this September

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

Posted in Retirement Plans | Leave a comment

401(k) Plan Sponsors Aren’t Aware Of These Mistakes They Make

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

Posted in Retirement Plans | Leave a comment

The issue with 403(b) plans

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

Posted in Retirement Plans | Leave a comment

Clients who don’t pay aren’t clients

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

Posted in Retirement Plans | Leave a comment

Retirement Plan Advisors Advantage

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

Posted in Retirement Plans | Leave a comment

The Road and Roadblock To Dynamic Plan Provider Marketing

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

Posted in Retirement Plans | Leave a comment