Monthly Archives: September 2022

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

When I started in the retirement plan business, the third-party administrator (TPA) related law firm I was working at was charging $2,000 a plan document. 24 years later in 2022, that’s still my going rate. While my real estate taxes … Continue reading →

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan’s decision to fire them because the strike violated federal law that barred them from striking. PATCO air traffic controllers had their usual list of … Continue reading →

Being successful and giving back is agreat thing. For example, I’ve been lucky to support a scholarship at my alma mater Stony Brook University named in memory of my grandparents. Giving back through philanthropy is just a great way to … Continue reading →

When I was younger and it involved with student organizations, there was this saying that you should give people a title and get them involved. Making someone the assistant editorial page editor at the school paper was fine as long … Continue reading →

When I was in law school at American University and we moved into a new building (25 plus years later, they are now in another new building) a few blocks away from the main campus. The computer sync site at … Continue reading →

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

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

At points after the implementation of ERISA, there were graded vesting schedules as long as 10 years and every few years, we would be forced to eliminate the 7-year schedule for certain law changes. I always say that there will … Continue reading →

On August 3, 2002, the Internal Revenue Service (IRS) issued Notice 2022-33 which extended the amendment deadline for plans for the SECURE Act, the Miners Act, and the CARES Act. Prior to this Notice, amendments for all provisions of the … Continue reading →