Monthly Archives: December 2017

My latest article for JDSupra.com can be found here.

My latest article for JDSupra.com can be found here.

My latest article for JDSupra.com can be found here.

I worked at a law firm and I wanted to build a National ERISA practice. Since the partners there weren’t interested in sharing clients, I tried my best to get some. I drafted an email to an advisor I knew … Continue reading →

Forfeitures that occur when people terminate service from retirement plans is usually a problem when the plan sponsor and their providers forget about them. Whether forfeitures are used to pay expenses, reduce employer contributions or is reallocated is specified in … Continue reading →

CVS just announced they are buying Aetna and a sign of further consolidation in the health care industry. We see consolidation in the retirement plan business so it’s not shocking to see a leading insurance broker decided to enter the … Continue reading →

One of the great supermarkets in my area is ShopRite and it’s one of the unique successes in the supermarket business. ShopRite is a co-operative consisting of individual supermarket owners who band together for purchasing power and marketing purposes. So … Continue reading →

My latest article for JDSupra.com can be found here.

Many years ago, I did income tax returns for a flat fee. It didn’t become the success that I thought it would be, but it was worth a try. I had the ProSeries tax software, which is the professional version … Continue reading →

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know there are quite a few plan providers who don’t want any provisions that allow “leakage” of retirement assets, but I believe that when times are … Continue reading →