Category Archives: Retirement Plans

The law firm I started a few years back is actually more than 15 years old as it was a shell where I could offer legal services on the side while I did my normal day job. It was an … Continue reading →

I didn’t have such a wonderful time at law school because I felt the administration and much of the faculty weren’t honest when it came to the study of law and more importantly, our job opportunities. There was one law … Continue reading →

My latest JDSupra.com article can be found here.

It was in “This is Spinal Tap” where I heard the line how there was such a fine line between stupid and clever. When it comes to protecting retirement plans, I always say KISS, the acronym for “keep it simple … 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 →

My latest newsletter for retirement plan professionals can be found here.

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

I was always a fan of “open” multiple employer plans (MEPs) because it allowed smaller companies to get better pricing on plan expenses and choice of investments and providers by aggregating with smaller, similar plans. The Department of Labor (DOL) … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.