Category Archives: Retirement Plans

A couple of years before and a couple of years after I left that third party administration (TPA) firm  the Director of ERISA Legal Services, I predicted their demise. Whether it was co-workers or competitors or financial advisors I had … Continue reading →

When you start fixing up the house (for me, a never ending battle) and replacing appliances or items like the front door or the roof (that was me last week), you realize that the replacements are more energy efficient. Replacing … Continue reading →

I always believe that regardless of whether it’s business or in regular day to day life, that you can’t be everything for everybody. Being honest with that is only half the battle. A few weeks back, I met someone who … Continue reading →

My latest JDSupra.com article can be found here.

The Internal Revenue Service (IRS) announced cost of living adjustments (COLA) affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2012. In general, many of the pension plan limitations will change for 2012 because the increase … Continue reading →

December 1 is pretty quickly going to be upon us, which reminds me that I have some notices to send out shortly. For those in the retirement plan business, we know December 1 marks the date that safe harbor notices … Continue reading →

I call this time of the year as Retirement Plan Crazy Season where plan sponsors decided to change plan providers in order to get things changing smoothly at January 1. I call it Crazy Season based on NASCAR’s Crazy Season … Continue reading →

Years ago, David Letterman mocked the graphs that a national newspaper had on its sections by joking that: “USA Today has come out with a new survey: Apparently three out of four people make up 75 percent of the population.” … Continue reading →

I probably have drafted and amended thousand of plan over the years and every plan has its own little quirks. When it comes to plan design, I have always believed that some of the bundled providers have it wrong. There … Continue reading →

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