Monthly Archives: July 2014

The Search for the Right TPA

Based on my articles regarding payroll provider third party administrators, I was quoted in this great PlanSponsor.com article.

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Dealing with adversity

I’m a huge Aerosmith fan since high school and it’s because the music resonates with me because it reminds me of the experiences that I have gone through life, which had some adversity and accomplishment. The lyrics from Dream On … Continue reading

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The Law Firm Review

My latest newsletter can be found here.

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How Plan Sponsors Can “Reboot” and Improve Their 401(k) Plan

My latest JDSupra.com article can be found here.

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Retirement plans aren’t paint by numbers

I grew up in the 1970’s and 1980’s, so many of the toys I had are a little quaint when you see the toys of today. I had Star Wars figures, but outside of Luke, Leia, Chewbacca, and C3P0, I … Continue reading

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Revenue Sharing is becoming the 401(k) Leisure Suit

When I was a child, I remember bringing the soundtrack to Saturday Night Fever for my first grade class’ Chanukah party (I went to a Jewish day school). To this day, I still don’t how to operate a record player. … Continue reading

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Plan Sponsor Should Avoid These Retirement Plan Provider “Con Games”

My latest JDSupra.com article can be found here.

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It’s always the Plan Sponsor’s fault

Seven years ago, I was asked to look at a $25 million 401(k) plan that was in complete disarray and I was flabbergasted because it belonged to a law firm that claimed to have an ERISA practice. There was no … Continue reading

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Beer Distribution and the Bundled Provider TPA

In England, many of the top pubs are owned by British breweries because watering holes are an effective means of beer distribution. If a business can control the method of distribution of their own products, they can expand the distribution … Continue reading

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Plan Sponsors Should Avoid Using Their Payroll Provider as Their 401(k) TPA

My latest article for JDSupra can be found here.

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