Category Archives: Retirement Plans

I’m always asked about how long plan sponsors keep records and there is one thing plan sponsors should never throw out, their plan documents. While most records can be thrown out after 7-8 years, plan sponsors should never get rid … Continue reading →

I’m sure people who have heard of me in my local village might say I’m difficult in the sense that I’m not afraid to speak up in defense of myself and family. I seem to get in fights with people … Continue reading →

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I was pleased to attend the NAPA 401(k) Summit helping my friends at Alliance Benefits Group at their booth. One vibe that I got from the event was a common one. The fear of the fiduciary rule and the fear … Continue reading →

If there is one famous quote that’s landed me in trouble, it’s one from my favorite football coach Bill Parcells. Parcells was coaching the New England Patriots and he wasn’t getting along with the new owner Robert Kraft because Parcells … Continue reading →

People don’t like to be accountable for the most part. It’s just human nature to blame someone else. Heck, I used to do it at work and I still do it at home. When I was working at that law … Continue reading →

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

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, … Continue reading →

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