Category Archives: Retirement Plans

I Love Good TPAs, Don’t Tread on Me

Posted on September 12, 2011 by admin

When I was at law school, I was the Editor in Chief of the law school’s newsmagazine. My rise to the top probably had a lot to with the free time I had by not making law review or any … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 4 Comments

Debunking the Myth of Free 401(k) Administration

Posted on September 11, 2011 by admin

My latest JDSupra.com article can be found here.

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…And another thing on 401(k) Revenue Sharing

Posted on September 7, 2011 by admin

I am a big fan of the free flow and exchange of ideas. My post on the cost of revenue sharing that I also featured in one my newsletters has spurred some really interesting debates and I just want to … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 2 Comments

Advisors Advantage Newsletter

Posted on September 7, 2011 by admin

The latest edition of my newsletter geared towards financial advisors can be found here.

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12 Basic Retirement Plan Concepts That Every Financial Advisor Should Understand

Posted on September 5, 2011 by admin

My latest JDSupra.com article can be found here.

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There is a cost for 401(k) revenue sharing

Posted on August 31, 2011 by admin

A few days back, I wrote an article about how plan sponsors can prepare for the new 408(b)(2) fee disclosure regulations. A representative from a third party administrator (TPA) said that they enjoyed my article, except my snarky comments about … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 4 Comments

The Rosenbaum Law Firm Review

Posted on August 31, 2011 by admin

My latest newsletter can be found here.

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Why Participant Education is about a process and not a result

Posted on August 29, 2011 by admin

Advisors ask me all the time of the role of education in participant directed 401(k) plans. Participant directed 401(k) plans that are governed under ERISA §404(c) offer the plan sponsors liability protection based on a participant’s gains or losses on … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 7 Comments

What Retirement Plan Sponsors Need To Do About The New Fee Disclosure Regulations

Posted on August 29, 2011 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | 1 Comment

The Top 10 Major Misconceptions Plan Sponsors Have About Their Retirement Plans

Posted on August 24, 2011 by admin

A revised edition of my very first JDSupra.com article can be found here.

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