Category Archives: Retirement Plans

Retirement Plans aren’t paint by numbers

Posted on July 24, 2012 by admin

I got a good chuckle at the toy store once when a customer asked if the store had any paint by number pictures for sale. The toy store employee was confused as if the customer was speaking a foreign language. Too often, … Continue reading →

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The 3(16) Boom may cause some trouble

Posted on July 23, 2012 by admin

The next big thing in the retirement plan industry is the proliferation of companies offering ERISA §3(16) services. This is a result of the Department of Labor ill-advised Advisory Opinion which destroyed the business model of many “Open” MEPs (multiple … Continue reading →

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How an Employer Can “Reboot” Their 401(k) Plan

Posted on July 22, 2012 by admin

My latest JDSupra.com article can be found here.

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Retirement Plan LegalEase

Posted on July 18, 2012 by admin

A write up of the affordable $1,000 Retirement Plan Legal Solution offered by my Firm can be found here.

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TPAs and Beer Distribution

Posted on July 17, 2012 by admin

In England, many of the top pubs are owned by British breweries because watering holes are an effective means of beer distribution. Pepsico (owners of Pepsi) used to own what is now known as Yum brands (KFC, Taco Bell, Pizza Hut, … Continue reading →

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The “Gray Hats” in the Retirement Plan Industry

Posted on July 16, 2012 by admin

One of my favorite genres is the Western.  While I prefer the works of Sergio Leone and Clint Eastwood to those of John Ford and John Wayne, I have always been a big fan of these films. I always like … Continue reading →

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Errors that Retirement Plan Sponsors Should Avoid But Do Anyway

Posted on July 14, 2012 by admin

My latest JDSupra.com article can be found here.

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Let Them Roth 401(k)

Posted on July 10, 2012 by admin

When I was at law school at American University, we moved to a new building a few blocks down and it was a drastic improvement from our original digs. One of my favorite stories is how the former Dean at … Continue reading →

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Advisors Advantage

Posted on July 10, 2012 by admin

My latest newsletter can be found here.

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Why Retirement Plan Financial Advisors Should Care Who Their Client’s TPA Is

Posted on July 8, 2012 by admin

My latest JDSupra.com article can be found here.

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