Author Archives: admin

JDSupra.com was the best thing that happened to my practice, so when they asked me to help with marketing their terrific service, I said “anytime”. My YouTube video can be found here.

My Retirement Plan Tune-Up, the legal review of a retirement plan for $750 now includes Brightscope analytic ratings at no additional cost. Click here for details. Click Brightscope Press Release as well.

In the good old days of participant directed 401(k) plans, a good chunk of financial advisors did very little work for the plans that they advised. Many of them sat back, collected their trail or asset based fee, and maybe … Continue reading →

My latest JdSupra.com article can be found here.

One of the most positive developments in the retirement plan business is the proliferation of independent ERISA §3(38) fiduciaries. While the §3(38) defined investment manager has been in ERISA since the beginning in 1974, there has been a dramatic increase … Continue reading →

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 →

When I started my law firm about 17 months ago, I had already had a marketing guru who was handling my public relations side even when I was an associate at a semi prestigious Long Island law firm (sorry, Lois). … Continue reading →

When I first started in the retirement plan business in 1998, I worked for a law firm that served as the counsel for third party administration (TPA) firm in Syosset, NY. There was an office worker there named Orville. I … Continue reading →

My latest JDSupra.com article can be found here.

I have a friend who is an insurance agent and she was looking for a new TPA 9third party administrator) for her clients. She previously gave work to a TPA that also happens to sell insurance and financial products (which … Continue reading →