Category Archives: Retirement Plans

When I first started in the business in 1998, I was working for a small law firm that was affiliated with a third party administration (TPA) firm that eventually became CBIZ Retirement Services, Inc. of Syosset, New York. One of … Continue reading →

My latest newsletter can be found here.

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

My comments in Financial Advisor Magazine can be found here.

When I first started as an ERISA attorney in 1998, I was privileged to have worked for an ERISA attorney by the name of Harvey Berman. While Harvey was the easiest going boss I ever worked for (I wish I … Continue reading →

My latest JDSupra article can be found here.

Here are just some random thoughts (making slightly more sense than Larry King’s old column in USA Today) I have come across in the retirement plan industry. Cost is an overused consideration for picking plan providers, value and quality are … Continue reading →

There was a recent court case about some beneficiary designation that had some people give some “shattering” article titles on how 401(k) plan designations were trumped by ERISA. A friend of mine sent me the article about how 401(k) rights … Continue reading →

I always believe that when it comes to plan documents, amendments, and contracts that less is more. Some attorney always feel that they have to justify their fees as if they are billing by the word they are drafting legal … Continue reading →

My latest JDSupra.com article can be found here.