Monthly Archives: October 2019

There are two major differences that I see in being an attorney when I worked for 9 years. for a third party administration (TPA) firm and the 9 years, I spent at my law firm. First, I offer an attorney-client … Continue reading →

About 20 or so years ago, there was a medical report that dental plaque could cause heart disease. The cynic in me tells me that this was some sort of dental conspiracy to increase revenue as fluoridated water and other … Continue reading →

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

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side of organized crime. As part of a crew captained by Sonny Black, Lefty Ruggiero played by Al Pacino is hammering away to get the change … Continue reading →

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM and I learn something new about retirement plans every day. As a financial advisor, you likely didn’t have the training to be … Continue reading →

When I graduated from law school, it took a few months before I got my first job. So for the months, I wasn’t employed, I tried working with a temp agency to get temporary legal work. Let’s just say that … Continue reading →

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t blow them off. If your third party administrator (TPA) needs you to complete their census request, do it. When your ERISA 3(16) administrator is in … Continue reading →

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone call from someone interested in setting up a multiple employer plan. That person might be an advisor, third party administrator (TPA), or even a plan … Continue reading →

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

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