Category Archives: Retirement Plans

My latest JDSupra.com article can be found here.

A webinar that I did in conjunction with RPG Consultants can be found here.

In sports and in business, you are only as good as the team that you are on. I have been on some good teams and not so good teams, so I know that sometimes I was only as good as … Continue reading →

I am still how often I find participant directed 401(k) plans without a financial advisor. While I understand how solo 401(k) plans don’t have an advisor because individuals think they can do it on their own. I have a solo … Continue reading →

For the rest of the JDSupra.com article, click here.

Marvin Gaye and Tammi Terrell were right in their song that “Ain’t Nothing Like the Real Thing”. Anything other than the real thing is a pale imitation. With an upswing in lawsuits against plan sponsors and fiduciaries for breaches of … Continue reading →

When it comes to health and fitness, you constantly hear studies about what foods fight or cause cancer. Of course, those studies are then debunked. I remember how oat bran was cited to cut down on cholesterol and how margarine … Continue reading →

I had a co-worker who got a competing job offer a few years back. He went to our boss and told him that he was leaving for a competitor, returning to a company he had left for this one.  So … Continue reading →

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

A few months back, I wrote an article about some 401(k) provisions are bad ideas and quite a few of them were about some loan and hardship features that were burdensome to plan sponsors and could cause many errors in … Continue reading →