Category Archives: Retirement Plans

Throughout my career as an ERISA attorney, I’ve come across actuarial third party recordkeeping firms that push the envelope in cash balance and defined benefit plan designs. I can’t forget the actuaries who still push for special trustees and trustees … Continue reading →

7 years ago, I knew I was going to start my own national law practice dedicated to ERISA because I wasn’t going to accomplish that at the law firm I was working at. Prior to leaving, the local salesperson for … Continue reading →

I guess my comments regarding revenue sharing is a bit sarcastic, but I think accurate. While revenue sharing payments from mutual funds to TPA to help defray the costs of administration of a plan sponsor’s plan is legal, it remind … Continue reading →

This is a heads up for retirement plan providers and it has nothing to do with retirement plans. It has to do with your website and the pictures you may use. As you know, I have this website called that401ksite.com … Continue reading →

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

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee too. However, part of the problem is that I worked for many employers who didn’t understand their role and the … Continue reading →

Many larger third party administration (TPAs) firms, especially those owned by insurance companies are feeling the heat and they’ve been feeling the heat of competition ever since everyone had to fully disclose fees thanks to fee disclosure regulation. So many … Continue reading →

In sports and in business, you are only as good as the team that you are on. I have been on some good teams and not so good teams, so I know that sometimes I was only as good as … Continue reading →

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design is one of the most underappreciated facets of the retirement plan business and it really should be appreciated. The reason why it should be … Continue reading →

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take care of my teeth, cavities weren’t a problem. I just hated the whole scaling process and the x-rays where I was gagging … Continue reading →