Category Archives: Retirement Plans

Law Firm Review

Posted on July 27, 2015 by admin

My latest newsletter can be found here.

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Stressing Value is better than Stressing Cost

Posted on July 27, 2015 by admin

Retirement plan providers need to look at their fees and determining what work they are doing for their retirement plan clients because like me, they may try to break down their plan expenses into a day rate and try to … Continue reading →

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Good Bets by a 401(k) Plan Sponsor to Avoid Liability

Posted on July 22, 2015 by admin

My latest JDSupra.com article can be found here.

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The Numbers Game of 401(k) Plan Assets

Posted on July 19, 2015 by admin

Life is a numbers game. Whether it’s business, family, or pleasure, numbers do matter. What the numbers say today, may not say tomorrow and you can often predict the future of the numbers because demographics are pointing the numbers to … Continue reading →

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How Employers Can Avoid Turning Their Retirement Plan Into An HR Disaster

Posted on July 15, 2015 by admin

My latest JDSupra.com article can be found here.

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Plan Sponsors Need Their Own All-Stars

Posted on July 13, 2015 by admin

The Major League Baseball All Star Game was something I always looked forward, especially when my Mets were doing well in the mid-1980’s.  Since 1933,it has been the Mid-Summer Classic. The starters for the All Star Game (except for the … Continue reading →

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Never Use Your Payroll Provider As Your 401(k) TPA

Posted on July 8, 2015 by admin

My latest JDSupra.com article can be found here.

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The Snowball Effect in not using an ERISA Attorney

Posted on July 6, 2015 by admin

The snowball fect is term for a process that starts from something that is small and builds upon itself, becoming larger and also perhaps potentially dangerous or disastrous. The idea is that an avalanche can be started by a single, … Continue reading →

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Advisors Advantage

Posted on July 6, 2015 by admin

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

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How Retirement Plan Advisors Can Benefit From Any New DOL Fiduciary Rule

Posted on July 4, 2015 by admin

My latest article can be found here.

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