Author Archives: admin

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelming. The paperwork includes plan documents, summary plan descriptions, amendment, valuations, trusts statements, and payroll. The fact is that as a … Continue reading →

Any industry needs to identify threats to its existence and develop a course of action to defeat that threat. The music industry is a shell of its former self. While they were awarding large contracts to artists like Janet Jackson … Continue reading →

My latest JDSupra.com article can be found here.

Of all the articles I have written, the recent one about The Worthlessness of 401(k) Fiduciary Warranties has gotten the greatest response. I thank all my readers who have had a hand in building my national ERISA/ retirement plan practice. … Continue reading →

When Eliot Spitzer was campaigning for the Governor of New York, he was well known in his role as a tough as nails Attorney General. In his campaign ads for Governor, Spitzer claimed that on “Day 1, everything changes”. Having … Continue reading →

My latest JDSupra.com article can be found here.

The New York Times had an interesting article regarding the tyranny of law firms using the billable hour.  I worked for a couple of law firms for a couple of years and it wasn’t my cup of tea. I’m not … Continue reading →

My newsletter geared towards financial advisors and third party administrators can be found here.

One of the many projects that the Department of Labor (DOL) is working on; gets us back to the Section 408(b)(2) disclosures. Shortly, the DOL may amend the disclosure regulations to require a guide or supplement should be issues to … Continue reading →

My latest JDSupra.com article can be found here.