Category Archives: Retirement Plans

One of the greatest tools in building my practice and enlarging my social media footprint in the retirement plan space was the use of LinkedIn. When I was working at that semi-prestigious law firm, my activities on LinkedIn were rather … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article ean be found here.

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

It’s an easy requirement that many plan sponsors think they’ve accomplished, but they haven’t received the right one. We’re talking about an ERISA bond and often plan sponsors on a Department of Labor audit are told by the auditor that … Continue reading →

I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New York Giants in the 1980s and early 1990s that led to two Super Bowl championships. His defensive game plan against the Buffalo Bills for … Continue reading →

I’m not ashamed to admit when I think someone has a good idea and I think that the folks at Evoshare offer something that every plan sponsor and plan provider should consider adding to a 401(k) plan because I believe … Continue reading →

When you get pulled over by the police while driving, the best way to handle is to be pleasant and not be argumentative. You listen to the officer as to why he pulled over. Being belligerent and non-cooperative will only … Continue reading →

Small to medium-sized businesses really need to be up to date with human resources issues that include 401(k) plans. Employers can get into trouble with the Department of Labor just by placing their I-9 forms in an employee’s files. They … Continue reading →

So the afternoon before Thanksgiving, my Verizon FIOS went down and wasn’t coming back so quickly. That means the Internet, TV, and my phone went down when the main unit showed fail. I called FIOS tech support and they said … Continue reading →