Monthly Archives: July 2019

My latest newsletter can be found here.

Years ago, as a naïve associate at a semi-prestigious law firm (sorry Lois), I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island for a multi-employer plan. If you ever have to drive … Continue reading →

I live in an unincorporated village on Long Island and I’m always amused by the people who want to lead the community without the best of good intentions. There are so many who do charity fundraising for the community and … Continue reading →

As everyone knows, I’m not a big fan of payroll providers being third-party administrators, at least the big two. However, there may be opportunities for you to augment your services and make a couple of extra bucks. A perfect example … Continue reading →

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

I’m sure that everyone knows that Secretary of Labor Alexander Acosta resigned over the controversy of a plea deal he negotiated as a U.S. Attorney in Florida with Jeffrey Epstein back in 2008. I’m sure you’ve also seen many articles … Continue reading →

When a participant of yours leaves or is let go, I think one of the most important things you can do is make sure they roll out their assets from your retirement plan. Sure it means that you might have … Continue reading →

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

When a participant of yours leaves or is let go, I think one of the most important things you can do is make sure they roll out their assets from your retirement plan. Sure it means that you might have … Continue reading →

Your plan’s eligibility provision is a big thing because it serves as a gatekeeper for which employees you want to cover based on your demographics, it’s like a velvet rope at the local club. The problem is that sometimes your … Continue reading →