Category Archives: Retirement Plans

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA field for over 14 years and that is all I have done since I first started working after getting my tax LLM … Continue reading →

My latest JDSupra article can be found here.

An article in Plan Adviser Magazine about the role of an administrative committee for retirement plans that features me can be found here.

My latest JDSupra.com article can be found here.

I was quoted in an article on Advisorone.com, click here to read it.

I never met my great grandmother, but my grandmother always used an expression that her mother had: “Don’t run after the carriage if it’s not going to pick you up.” I cling to that expression dearly when I think of … Continue reading →

DALBAR, along with Reason released a ranking of the larger retirement plan providers as it pertains to fee disclosure. The study reviewed the plan sponsor disclosures released by these providers based on transparency analysis. Does this study mean anything? Well … Continue reading →

As I stated before, one of the provisions of the “fiscal cliff” deal was a provision that allowed 401(k) plan participants to convert their pre-tax salary into a post-tax Roth 401(k) deferrals that will be distributed tax free at retirement. … Continue reading →

My latest JDSupra.com article can be found here.

When orange juice was on sale, my father in law would buy a few cartons and would proclaim “we’re pushing orange juice this week”. If you’re in the retirement plan business, you might be considering pushing Roth 401(k)s this week. … Continue reading →