Monthly Archives: September 2012

My latest JDSupra.com article can be found here.

Chutzpah is a Yiddish word which means audacity, gall, nerve.  A perfect example of chutzpah is about the murderer who killed his parents, but is asking the Judge for mercy in sentencing because he’s an orphan. Over the past 14 … Continue reading →

I was a fit at my old law firm sort of like how my son’s toddler clothes fit him at age 7.  I wasn’t a good fit because I didn’t take myself too seriously, I tried to push for flat … Continue reading →

My latest JDSupra.com article can be found here.

I was at a plan sponsor event regarding fee disclosure in one of my favorite places, Times Square (especially because I remember what a sewer it was 30 years ago as a kid). To my amazement, one of the plan … Continue reading →

People ask me all the time how I can write so much about retirement plans. The answer is that I worked for my college newspaper called the Statesman. When you have an empty 16 page newspaper and about 12 hours … Continue reading →

My latest JDSupra.com article can be found here.

The question has been asked by many financial advisors, and third party administrators (TPA), and a reporter: “have you heard from any plan sponsors who didn’t get their disclosures from their plan providers?” The answer is no. While I don’t … Continue reading →

An article on benefitspro.com that I was featured in can be found here.

A third party administrator (TPA) that has its own affiliated registered investment advisor business is called a producing TPA. What they produce, I still have no idea. I always have trepidations regarding producing TPAs because of my experience with one … Continue reading →