Category Archives: Retirement Plans

When it comes to plan sponsors in choosing providers for their retirement plan, I think one rule of thumb is to choose plan providers that are ahead of the curve. What do I mean by ahead of the curve? Retirement … Continue reading →

My comments in a terrific Fiduciary News article can be found here.

There is nothing fun about getting fired by a client. It creates self doubt as to your aptitude in the services you provide and you always wonder how or why you can do things differently. When Davey Johnson was the … Continue reading →

My latest newsletter can be found here.

My latest article on JDSupra can be found here.

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a state of the art Apple IIe with a monochrome monitor. One of the first pieces of software I bought was … Continue reading →

An article of mine has been reprinted on Financial Advisor Magazine’s website here.

Last week on this blog, I talked about why it may be a good idea to use an independent ERISA attorney for plan documents instead of relying on the attorney for the third party administration firm (TPA) or whoever is … Continue reading →

I was 5 years old when Star Wars came out and little did anyone know at the time what a phenomenon would be or that it would be the 4th episode in a six film saga. George Lucas is still … Continue reading →

My latest JDSupra article can be found here.