Author Archives: admin

Stable value funds provide great returns, much better than money market accounts. There is a price to be paid for that. Stable value funds are guaranteed investment contracts and any termination may lead to a market value adjustment (MVA). An … Continue reading →

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was just being passive-aggressive. I’ve grown up a bit and tell people when I’m mad at them. Just did … Continue reading →

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were going to be multiple employer plans (MEPs) that converted. There are many reasons why a MEP would like to convert to a PEP. The … Continue reading →

The White House Office of Management and Budget received a Department of Labor (DOL) proposed rule that would, once again, amend the definition of fiduciary under ERISA. It’s expected that the rule will expand coverage to more individuals involved in … Continue reading →

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot of networking. Met some great people, but more, I met people that were a waste of time for one … Continue reading →

My latest article for JDSupra.com can be found here.

Check my latest article on JDSupra.com here

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot of networking. Met some great people, but more, I met people that were a waste of time for one … Continue reading →

For me, one of the worst things that any business can have is a sense of complacency; I have spent too many years working at places that were just way too complacent in their work, where so much time was … Continue reading →

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t have the greatest benefits and the raises were not the greatest. When it came to information, we were always on a need-to-know basis, … Continue reading →