Category Archives: Retirement Plans

As a former, recovering Vice President of a synagogue, I’m always interested in how other synagogues attract new members. When I was the Vice President, I was in charge of membership and I always tried to bring in new members … Continue reading →

Most brokerage firms are staying mum about how they intend to meet their requirements under the new fiduciary rule in 2017, but some have tipped their hands and are going to go the approach that I thought they would. State … Continue reading →

My latest JDSupra.com article can be found here.

Everyone knows I love movies and the memorable lines that come from them. I’ma a big fan of The Dark Knight and the line uttered by Aaron Eckhart as Harvey Dent: You either die a hero or you live long … Continue reading →

More and more plan sponsors are starting to understand their fiduciary duty and their duty to pay only reasonable plan expenses. That also means that there will be plan providers out there who will try to take advantage of the … Continue reading →

The Department of Labor (DOL) issued a final rule providing states with a safe harbor under which they can create programs that require employers to establish payroll-deduction IRAs for employees. I would say that’s a positive step, but the fact that … Continue reading →

My latest jdsupra.com article can be found here.

I’ve been hired by a couple of broker-dealers in how to develop a plan to comply with the new fiduciary rule. Unlike some of my competitors, all of my fees are based on a flat fee (cheap plug here). I’m … Continue reading →

I always loved the movie Donnie Brasco, it’s a great story about the non-glamarous side of organized crime. As part of a crew captained by Sonny Black, Lefty Ruggiero played by Al Pacino is hammering away to get the change … Continue reading →

My latest newsletter geared towards retirement plan providers can be found here.