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Know when a SEP no longer fits

Those small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small bu...

Give your clients a “football”

When I was in college and law school, I had this fancy leather bound DayRunner that had al...

The Bold and The Beautiful turns 30

When The Bold and The Beautiful premiered on March 23, 1987 replacing the cancelled Capito...

Interview: Dan Kravitz, Kravitz, Inc.

Q:  When did you start in the retirement plan business? A: My father, Lou Kravitz, found...

Why you have bad funds in 401(k) plans

A few years ago, researchers from the business schools at the University of Indiana and th...

Make Sure The Service You Offer Is More Than Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from ...

IRS takes a look at Cash Balance Formulas for Funny Business

Throughout my career as an ERISA attorney, I’ve come across actuarial third party record...

What Were They Thinking #17? Incredible Universe is an incredible failure

Radio Shack has been a dying business and it’s been a dying business for as long as I re...

The Name You Know

7 years ago, I knew I was going to start my own national law practice dedicated to ERISA b...

What Were They Thinking #16? Van Halen thinks lightning can strike thrice

Very rarely can a band survive the exit of their lead singer. AC/DC had no choice when Bon...