Category Archives: Retirement Plans

My latest JDSupra article can be found here.

I was at the enrollment meeting on Tuesday morning for the very first participating employer for my multiple employer plan (MEP) (yes, cheap plug here). The enrollment meeting was a little refreshing because it was an employer where the human … Continue reading →

I am not much of a gambler, but I used to watch poker on TV during its recent boom. Only then, did I understand that a straight couldn’t beat a flush or a full house. When it comes to retirement … Continue reading →

For my latest JDSupra.com article, please click here.

The old joke is that they once found a cure for apathy, except no one has shown the slightest interest in it. When it comes to the retirement plan industry, apathy comes on many different levels: the plan sponsor level … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

When it comes to the administration of retirement plans, there are so many legal requirements to meet that errors do happen. There are small errors and large errors. Errors that can be self corrected and errors that need the approval … Continue reading →

My latest JDSupra.com article can be found here.

Advertising is a great medium and it’s a medium that could often be confusing to the consumer. So when it comes to the retirement plan business, you have providers providing fiduciary services whether that’s 3(16), 3(21), 3(38), co-fiduciary, or the … Continue reading →