Monthly Archives: June 2011

I always talk about how plan sponsors need to work with experienced financial advisors, third party administration (TPA) firms, and ERISA attorneys on their plan needs. Like with reasonable fees, I believe that the term “experienced” is vague. Experience doesn’t … Continue reading →

My comments in a really good SmartMoney.com article can be found here.

Another great event at Westbury Manor in Westbury, NY. Great event for plan sponsors, CPAs, HR directors, etc. Please click here.

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 →