ERISA and Retirement Plan Info
Legal Blogs
Retirement Plan Blogs
-
Recent Posts
Recent Comments
- John O'Reilly on You Might Be Gold, But They May Not See It
- Dale F. Smith on “Experienced” Plan Provider can mean a lot of things
- Steve on Make a sure a plan provider change is for the right reason and not to make someone $$$$$
- Dale F. Smith on Yale Law Professor scares 6K Plan Sponsors and everyone missed the point
- Sherry Gensemer on The High Fee Open MEP becomes a High Fee MEAP
Archives
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
JDSupra
Categories
Monthly Archives: January 2015
There is a price to pay for being outspoken
I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s how I tried to act when I started my law practice 5 years ago. I was pretty brazen in my … Continue reading
Posted in 401(k) Plans, Retirement Plans
Leave a comment
“Plain” Advice to Retirement Plan Sponsors
My latest article for JDSupra.com can be found here.
Posted in 401(k) Plans, Retirement Plans
Leave a comment
Marketing is about drawing a dime of business
At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm administrator. What he administered, I really had no idea. I’m still waiting for him to help me with growing my practice after … Continue reading
Posted in Retirement Plans
Leave a comment
Pick Plan Providers Just Because They Are Cheap Is A Bad Idea
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
Leave a comment
Most Attorneys are not ERISA Attorneys
Unfortunately, I have gotten involved in the politics of my local village which contains so much conflicts of interest and cronyism, it reminds me of the retirement plan business when I started in 1998. A lot of the fighting goes … Continue reading
Posted in Retirement Plans
Leave a comment
Focusing too much on Plan fees isn’t healthy either
I remember as a kid that there was move to use margarine because of the cholesterol that was in butter. Who can forget those talking Parkay carton commercials? Of course, we later learn that many margarines had high amounts of … Continue reading
Posted in Retirement Plans
Leave a comment
Advisors Advantage
My latest newsletter geared towards advisors can be found here.
Posted in 401(k) Plans, Retirement Plans
Leave a comment
2015 New Year Tips for Retirement Plan Providers
My latest JDSupra.com article can be found here.
Posted in Retirement Plans
Leave a comment
Give your clients their own “football”
When I was in college and law school, I had this fancy leather bound DayRunner that had all my contacts, business cards, and notes. For 1992-1998, it was state of the art because I didn’t have the shekels for a … Continue reading
Posted in Retirement Plans
Leave a comment
401kwire’s Top 100 Most Influential in 401(k): #100
I am proud to have been named of the Top 100 Most Influential in Defined Contribution/ 401(k) by 401(k)wire.com for the second year in a row. While I dropped from #73 to #100, you get no extra money for finishing … Continue reading
Posted in Retirement Plans
Leave a comment