Category Archives: Retirement Plans

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

David Letterman once joked that there was a graph in USA Today that showed that 3 out of 4 Americans made up 75% of the population. Stating the obvious can be a waste of time. Speaking of stating the obvious, … Continue reading →

There was a law school in Southern California that has a bar passage rate of 7%, which means 93% of their graduates failed the test. They sued the California Bar on free speech grounds because they didn’t want to be … Continue reading →

My latest JDSupra.com article can be found here.

When I first started as an ERISA attorney in 1998, almost every plan I worked on except for standardized prototype plan documents were submitted to the Internal Revenue Service (IRS) for a favorable determination letter to make sure that the … Continue reading →

When I was in college in the early 1990’s, I was heavily involved in student politics. I would go and buy things that made me look important even when I really wasn’t. I got the beeper that no one really … Continue reading →

My latest JDSupra.com article can be found here.

Good TPAs do a heck of a job in helping plan sponsors administer the plans. The only issues I see with these great TPAs is that as a group, their marketing isn’t good. That’s not such a slight because I … Continue reading →

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

My latest JDSupra.com article can be found here.