Monthly Archives: December 2022

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

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

I always believe that education is really important. My parents instilled that value in me, they went a little off the reservation when they thought my GPA was a barometer on their value as parents. That being said, I do … Continue reading →

Every day, brings out different bad news about FTX. Based on what I know, I think the principals over there, should seek criminal law attorneys. I’m dying to see how it will play out, as I like to read about … Continue reading →

As someone serving as a plan fiduciary and pooled plan provider, I know the market is not doing too well when I get paid. Of course, I don’t conduct surveys on how bad people are feeling about things. Count on … Continue reading →

Thanks to regulations, 403(b) plans are becoming more and more like 401(k) plans. It’s to the point were many advisors and third-party administrators get the idea they can merge or convert the plans, especially trying to morph a 403(b) into … Continue reading →

As the stock market remains choppy and we trying to figure out whether we are in a recession, it’s important to remember that participants will continue to make bad investment decisions. Surveys will indicate that participants will withdraw from equity … Continue reading →

One of my worst habits is not being over-infusive in my compliments, except in my restaurant tipping. I think people who do a good job are supposed to do a good job. It’s why I don’t understand when people clap … Continue reading →