Category Archives: Retirement Plans

“401(k) Plan Provisions That Are Bad Ideas”, #1 most read article on JDSupra.com for the month of February 2011. For the list, click here.

I am wedded to my wife and that’s it. I am a huge fan of Aerosmith, the New York Mets, Howard Stern, Manchester United, Seinfeld, Dallas, and Survivor. I am willing to give everything up except for Howard Stern and … Continue reading →

Will be teaching my free course on retirement plans for New York attorneys on April 6, 2011 in Melville. Sponsored by Esquire Bank and Janney Montgomery Scott. The details on when, where, and how to RSVP can be found here. Space … Continue reading →

A few years back when I joined a semi-prestigious Long Island law firm, I had this silly notion that I could develop a single employer ERISA practice. Based on my contacts and with my ability to breakdown difficult topics in … Continue reading →

The latest edition of my newsletter can be found here.

My latest article on JDSupra can be found here.

My comments regarding Target Date Funds can be found here.

As a kid growing up in the late 1970’s and the 1980’s, I remember that almost every TV Guide and many magazines had an insert for one of the two major record clubs. Prior to digital downloading, buying through a … Continue reading →

My father and aunt grew up in Israel after its independence in 1948 and they both lived there for about a dozen or so years.  My aunt vividly describes her experience in much more fonder terms than my father does. … Continue reading →

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not when there are a vast selection … Continue reading →