Category Archives: Retirement Plans

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

My latest JDSupra.com article can be found here.

When it comes to defined contribution plans such as 401(k) plans, an employer’s deductions for their contribution to their plan is limited to 25% of the participant’s compensation. Internal Revenue Code Section 404(a)(3)(A)(i) limits employer tax deductions for profit sharing … Continue reading →

It’s unfortunate, but the facts are that most people don’t respond to a complaint until there is a letter from an attorney. Service providers and companies hate correspondence from attorneys because that suggests litigation. That is why it’s paramount that … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

Whenever I hear about someone getting caught with lying about their resume or credentials, I am always astounded. I don’t know why people lie about college degrees they didn’t receive or credentials they didn’t achieve, but I guess the fact … Continue reading →

My latest JDSupra.com article can be found here.

I am a child of the 1980’s and I had my Bar Mitzvah in 1985. When it came time to planning the event, we did what post families did in those days and were going to hire a videographer. The … Continue reading →

Recently, researchers from the business schools at the University of Indiana and the University of Texas at Austin recently looked at some data to try to figure out why many poor 401(k) investment choices linger on fund lineups. The researchers … Continue reading →