Monthly Archives: October 2015

Everyone has been focused on fees since the implementation of fee disclosure in 2012. It didn’t end retirement plans for everyone, but it put pressure on fees. While the focus on fees have affected those providers that do more for … Continue reading →

My latest newsletter can be found here.

This Friday’s candle lighting will take place at 5:45 pm. Friday evening services will take place at 6:03 pm in the chapel and 8:00 pm in the chapel Shabbos services will take place Saturday morning, in the main sanctuary, at 9:00 am. Weekly Parsha … Continue reading →

My latest JDSupra.com article can be found here.

The Internal Revenue Service (IRS) announced their retirement plan contribution limits for 2016 and they remain the same limits as 2015. The IRS said the 402(g) salary deferral contribution limits for employees participating in 401(k), 403(b), most 457 plans will … Continue reading →

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as die. In my local hamlet, the Library Board hired a School District board member as their attorney even though there is a transactional relationship … Continue reading →

I’m not very popular, never have been and never will be. It’s probably my personality or just not wanting to go with the flow, but I’m not a popular guy. Ask my family, ask my former bosses. While I won’t … Continue reading →

My latest JDSupra.com article can be found here.

According to a new study, nearly half (47%) of all advisors selling 401(k) plans now recommend an external manager for target date funds rather than the proprietary target date funds offered by the plan record-keeper. The study suggests that the … Continue reading →

When I started my national single employer retirement plan practice, I learned that getting clients is something that was going to be dependent on me. Clients and referral sources don’t fall into your lap or grow on trees. Before JDSupra … Continue reading →