Author Archives: admin

Plan sponsors can’t afford to pay more than they should

Posted on January 14, 2014 by admin

When I was 13 and I had my Bar Mitzvah, I plucked 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 … Continue reading →

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Things They Never Tell You as a Retirement Plan Provider

Posted on January 13, 2014 by admin

My latest JDSupra.com article can be found here.

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Advisors Advantage

Posted on January 13, 2014 by admin

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

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The Rosenbaum Law Firm Review

Posted on January 7, 2014 by admin

My latest newsletter for plan sponsors can be found here.

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New DOL Fiduciary Rule delayed again

Posted on January 6, 2014 by admin

When I was a freshman at Stony Brook University, there was a shooting on campus at a concert where the performer refused to perform after being 5 hours late. No one was shot, but it brought up the question on … Continue reading →

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Future Threats That a 401(k) Plan Sponsor Should Be Aware Of

Posted on January 4, 2014 by admin

My latest JDSupra.com article can be found here.

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Introducing Evolution(k) March 3-4, 2014, Charlotte, NC

Posted on January 2, 2014 by admin

In the retirement plan business, there are way too many events and they cost a ton. Well, what if there was an event that cost a little bit of money, but you learned a whole lot. Two of my best … Continue reading →

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Any relationship in the retirement plan business requires trust

Posted on December 29, 2013 by admin

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship … Continue reading →

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10 Hidden Liability Pitfalls for Retirement Plan Sponsors to Avoid

Posted on December 29, 2013 by admin

My latest JDSupra.com article can be found here.

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Things They Never Tell You as a 401(k) Plan Sponsor

Posted on December 22, 2013 by admin

My latest JDSupra.com article can be found here.

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