Author Archives: admin

As a kid, I loved game shows and always had a fantasy of being a game show host. I guess I have another calling in life. That being said, here is a snippet of my CE/CLE course on retirement plans, … Continue reading →

My profile on Lawline.com’s blog which explains my practice and articles can be found here.

A few years back, I was at a law firm and helped draft an amendment to a multiemployer pension plan that cost over $30,000 to the client. The amendment was to correct the pension plan by bringing the plan document … Continue reading →

My continuing legal education course on 401(k) and other retirement plans is available for sale on Lawline.com here.

The latest issue of Retirement Plan Perspectives, can be found here.

Please join me for a free 1 credit course “Introduction to Retirement Plans and Hidden Liabilities for Plan Sponsors” that will be hosted by Chernoff Diamond at their Garden City offices on Friday, November 19, 2010 at 8 am at 990 … Continue reading →

When I was working for that third party administration firm (TPA) that I always mention, I remember being asked by our conversion specialist to review a plan amendment being drafted by an outside ERISA attorney. It took quite a bit … Continue reading →

The latest issue of my newsletter, Retirement Plan Advisors Advantage can be found here.

While my career was shaped by working at a third party administration (TPA) firm that was less reputable when it came to actual plan administration and fee disclosure, I have been fortunate enough to work with several TPA firms since. … Continue reading →

As any of you are aware, the bulk of my career was spent working as an ERISA attorney for a couple of third party administration (TPA) firms including one that has truly inspired my work since I left the TPA … Continue reading →