Author Archives: admin

About a dozen or so year 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 … Continue reading →

A family member once said: “there are a lot of yous (sic) and only one me.” That may not be the nicest and most selfless thing to say, but that’s something retirement plan sponsors should think when it comes to … Continue reading →

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

My latest JDSupra.com article can be found here.

While the talk about retirement plans is usually centered on 401(k) plans, the value of a defined benefit plan for those companies that could afford it should not be discounted. Thanks to the generous deductible contribution of the requirements of … Continue reading →

When the great Bill Parcells (go Big  Blue!) was the head coach of the New England Patriots, he got into a tiff with owner Robert Kraft because Parcells wanted more of a say in the personnel decision-making process. Parcells famously … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

I always talk about my open door policy with financial advisors and third party advisors where I will help these plan providers out without me actively seeking their business. I kind of have that liberty because it’s my own law … Continue reading →

One of the rules I live by is that I believe that you should never let someone who dislikes you be in a position where they can hurt you. Let’s just say that have a former boss who should have … Continue reading →