Category Archives: Retirement Plans

Advisors Advantage Newsletter

Posted on October 12, 2010 by admin

My latest issue for 401(k) plan advisors is here.

Posted in 401(k) Plans, Retirement Plans | 3 Comments

Mutual Fund Company TPAs and the Myth of Free 401(k) Administration

Posted on October 12, 2010 by admin

In England, many of the top pubs are owned by British breweries because watering holes are an effective means of beer distribution. Pepsico (owners of Pepsi) used to own Yum brands (KFC, Taco Bell, Pizza Hut, etc.) for that very … Continue reading →

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

Replacing 1 head of the 2 headed TPA/RIA “monster”

Posted on October 8, 2010 by admin

Everyone knows my bias against third party administration (TPA) firms that have their own registered investment advisory (RIA) firm. A perfect example of the problems with that just came up. A broker friend of mine advised me of a new … Continue reading →

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

The Edison Case and the 401(k) Blue Comet

Posted on October 7, 2010 by admin

Three years ago, I left my job as an attorney for a TPA that was also an RIA because I thought fee disclosure was the future and the way we practiced business was part of the past. I knew that … Continue reading →

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#2 and #13 most read articles on JDSupra.com

Posted on October 6, 2010 by admin

Proud to be the #2 and #13 most read articles on the entire JDSupra.com website for September 2010. Check the list here.

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Lawline.com CLE and CE

Posted on October 6, 2010 by admin

Will tape a CLE and Accounting CE course for Lawline.com next week.

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Many 401(k) Plans are Museums For Former Top Funds

Posted on October 6, 2010 by admin

The good folks at Brightscope unveiled a list of the top 401(k) mutual funds in the marketplace by distribution. Looking at the list, it will certainly give you an idea of what the top mutual funds were, 5-10 years ago. … Continue reading →

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

New JDSupra Article

Posted on October 6, 2010 by admin

For those who have always wondered what my ERISA practice is all about and how I work on a flat fee basis for retirement plans across the country, here is an article that it explains it rather well.

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Law Firm Review

Posted on October 4, 2010 by admin

My latest newsletter is out, find it here.

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CLE/CE Seminar in Bethpage, 10/20/2010

Posted on October 4, 2010 by admin

On Wednesday, October 20, 2010, I will be speaking at a meeting of the Long Island chapter of Financial Executives International (FEI). This talk will be an Introduction to Retirement Plans and the Hidden Liabilities for Plan sponsors from 8 … Continue reading →

Posted in Retirement Plans | 1 Comment