Category Archives: Retirement Plans

The folks at rj20.com and I are doing a webinar on thew Department of Labor investment advice regulations for plan participants on Monday, February 6, 2012 at 2 PM EST. If you are a financial advisor, you may learn a … Continue reading →

My newest JDSupra.com article can be found here.

These days, all I hear is multiple employer plans (MEPs) all the time. Whether it’s the third party administrator (TPA) who wants to offer it or the financial advisors who want to offer it, I usually average one MEP question … Continue reading →

I’ll say it a million times and I will say it again: there is something to be said about finding a  good third party administrator (TPA) to handle your plan. I came across a 401(k) plan recently where there was … Continue reading →

For my latest JDSupra article, please click here.

To be or not to be, that is the question. To delay or not to delay, I don’t know what the answer is. With April 1 rolling around and no final rules concerning their implementation, many folks (namely retirement plan … Continue reading →

My latest newsletter can be found here.

My latest article on JDSupra.com can be found here.

When I first started as an ERISA attorney in 1998, I was told that all retirement plans had to be restated by December 31, 1999. The Internal Revenue Service then kept on delaying the restatement process until 2003, almost 4 … Continue reading →

My latest newsletter can be found here.