Category Archives: Retirement Plans

I am proud to announce That 401(k) Conference will be emanating from the confines of Tropicana Field on Thursday, March 7, 2019. Information on this site will be provided when ready. This will be in addition to our inaugural That … Continue reading →

Prior to starting my own law firm, I made many different employer changes over the years to the point that my position as the managing attorney of myown law firm is the longest time I’ve been employed at one place … Continue reading →

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

Many articles talking about good retirement plan practices will talk about the need for employers to set up retirement plan committees to manage their 401(k) plan. While I agree that there needs to be some sort of process in place … Continue reading →

With plan administration, there are so many mistakes that can be made and most of the time, it’s the fault of the plan sponsor and the third party administrator (TPA). However, there are many times were the error so explicit, … Continue reading →

Many years ago, I was an associate at a law firm that worked with a third party administration (TPA) firm. One of the owners of the TPA was also the attorney who was my boss. During my single days, I … Continue reading →

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

As referenced in the episode “The Foundation” from Seinfeld, Dr. McCoy did say at the end of Star Trek II after the death of Spock: “He’s really not dead, as long as remember him.” I feel the same way about … Continue reading →

My latest newsletter can be found here.

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