Monthly Archives: May 2022

Ever since I started my law practice, LinkedIn has been a very effective tool for me in growing my business. I have been rewarded with meeting so many great retirement plan professionals that have helped me over the past 10 … Continue reading →

It’s been happening a lot lately: a plan sponsor with several participating employers, not realizing that participation agreements for some of these employers weren’t done. This is just a silly mistake to make. While some plan documents may recite all … Continue reading →

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to clients, instead of being wedded to a billable hour because of a huge overhead working for a law firm. I … Continue reading →

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state-of-the-art Apple IIe with a monochrome monitor. One of the first pieces of software I bought was the top desktop … Continue reading →

One of the problems with a Department of Labor (DOL) guidance, there are certain professionals who read too much into things. Quite honestly, the DOL’s wariness of a crypto brokerage window doesn’t mean that they have a change of view … Continue reading →

Washington University reached a settlement agreement in the lawsuit filed against them in a federal court in Missouri for $7.5 million One part of the settlement agreement will require that defendants provide annual fiduciary training for all members of the … Continue reading →

I’m the guy who will travel to a Target further from my home because the Target in Farmingdale is far better than Westbury and Valley Stream and people think I’m crazy to travel 15 minutes more for a better run … Continue reading →

If you have a retirement plan with more than 100 participants, you probably have a plan audit (if you have more than 120 participants, you do). Like with any plan provider, there are a lot of great auditors out there … Continue reading →

I’m a big New York Giants fan and one of my least favorite players was Tiki Barber, who had an affinity for turning over the ball. That’s why I’m not a fan favorite of the current starting quarterback, Daniel Jones. … Continue reading →

I live in a village where school board members don’t understand how things look and the inherent conflict of interest. I think a school board president who was hired as the library’s attorney looks bad when she collects a retainer … Continue reading →