Author Archives: admin

How to Pick Your Retirement Plan Providers

My latest JDSupra.com article can be found here.

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Plan sponsors should replace the bad Bad Plan Decision Makers

If your company’s retirement plan got into some trouble because the powers that be who run the plan (whether it’s the C.E.O., human resources director, or retirement plan committee) took their eye off the plan, it may be a time … Continue reading →

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Limiting Plan Sponsor Liability: The Board Game

After the downstairs play area was rebuilt after Hurricane Sandy, my wife went on a toy-buying spree to replace the board games we lost thanks to the five feet of water. My wife loves board games and the kids do … Continue reading →

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Lies That Prospective Retirement Plan Providers May Tell You

My latest JDSupra.com article can be found here.

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Read the 5500 before E-Filing It.

Now is the time that plan sponsors who are on extension to file their Form 5500 should be receiving them via email from their third party administrator (TPA). While plan sponsors just immediately file them to get it off their … Continue reading →

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Advisors Advantage

My latest newsletter geared towards retirement plan professionals can be found here.

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Dumb Mistakes that 401(k) Financial Advisors Should Avoid

My latest JDSupra.com article can be found here.

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You’re in the People Connection Business

At my old law firm, there was a brilliant law firm partner. His only problem was that he had no people skills. He’d be great for research or writing, but you’d want him as far away from the client as … Continue reading →

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The Law Firm Review

My latest newsletter can be found here.

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Issues with Hiring a Mutual Fund Company as Your 401(k) TPA

My latest JDSupra.com article can be found here.

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